South Orange County Financial Planning. - David S. Lopez

South Orange County Financial Planning. - David S. Lopez We've been helping people, just like you, plan, prepare & invest since 1996. David S. Today David is also a veteran of the Financial Services industry.

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 awarded the Navy Commendation Medal. In 1996 he was honorably discharged from the Navy and he began his career as a Financial Advisor. http://www.finra.org/, http://www.sipc.org/.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
06/15/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

06/15/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

06/12/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Just entering retirement? Here's what you need to know.
06/08/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/05/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
06/01/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

05/29/2026

Have a strategy for discussing healthcare with your parents.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
05/25/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Take an inside look into Simplified Employee Pension plans.
05/22/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
05/18/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Address

30131 Town Center Drive, Suite 168
Laguna Niguel, CA
92677

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19495423316

Website

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