Our Team
David S. Lopez, CFP®
Certified Financial Planner™
When I left the Navy, I was searching for a career that I could be an entrepreneur with the required element of serving others. A friend introduced me to Financial Planning, which combined my love of all things math with working with...
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.
Alexandria (Xandy) Lopez Sedlak
Partner - Registered Assistant
9493445245 (voice only)
949-613-7358
Alexandria (Xandy) Lopez Sedlak has a Bachelor of Arts in Mass Communications from California State San Marcos. She holds her series 7 and 66 licenses, as well as a California Insurance License. She has been an entrepreneur since the...