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Susan  Haines Lopez

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 2007 she joined David when he left Smith Barney to affiliate with Independent, Osaic Wealth, Inc. As Operations Manager of South Orange County Financial Planning, she assists with client requests, does new business development, marketing, accounting and compliance.


"People often ask me, is it hard to work with your husband? I challenge them to watch their spouse at work for a week. When I did, I realized how hard working and truly dedicated he is.  Our clients are lucky, but I am the most fortunate. He has a true passion for helping others.  We love owning and building our own business, and the feeling of knowing we are helping people, every day, with the service we provide."


Susan has a bucket list of countries to travel to 4 continents long, is active in her church and community, volunteers as a board member for the Spirit of the MACY (Music and Arts Commendation for Youth Awards ) and loves pickleball, skiing, ice skating dancing and live theatre.