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/.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
10/09/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

Could you find acres of diamonds in your own backyard? Watch this video.
10/05/2026

Could you find acres of diamonds in your own backyard? Watch this video.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
10/02/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
09/28/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

09/25/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Some simple, inexpensive energy-saving tips that may help you save money.
09/21/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

09/18/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
09/14/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
09/11/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Ever wonder about those free credit scores you get once a year?
09/07/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

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

Alerts

Be the first to know and let us send you an email when South Orange County Financial Planning. - David S. Lopez posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to South Orange County Financial Planning. - David S. Lopez:

Shortcuts

Share

Category