South Orange County Financial Planning

david s. lopez, certified financial planner has over 24 years of experience. he develops customized wealth management strategies, which help his clients to reach their financial goals. his comprehensive plans seamlessly integrate financial planning, asset management, risk management and liabilities management. biography: david 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 began his career as a financial advisor. today david is also a veteran of the financial services industry. he resides in laguna niguel.