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/.

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

05/15/2026

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

There are thousands of Exchange Traded Funds available. Should you invest in them?
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There are thousands of Exchange Traded Funds available. Should you invest in them?

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When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
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Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
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If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

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

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