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Our Team

David S. Lopez, CFP®

Certified Financial Planner™

949-542-3316

[email protected]

David S. Lopez graduated from the United States Naval Academy in 1989 and became a Submarine Officer; he then qualified as a Nuclear Engineer Officer. He served for 7 years and was 3 times awarded the Navy Achievement Medal and also...

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Susan Haines Lopez

Operations Manager

Susan Haines Lopez has a Bachelor of Arts in Mass Communications from Cal State Fullerton with an Emphasis in Advertising. She worked 18 years for corporations such as Disney, AT&T and Prudential in Marketing, Advertising and Sales. In...

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