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Angela A. Lopez

Angela A. Lopez

Financial Advisor

Angela A. Lopez is a financial advisor who specializes in helping individuals and families accumulate and protect their wealth through comprehensive investment, retirement, and estate planning strategies. As a result of her strong ethical background and strong personal commitment to her clients, she has been able to develop many strong relationships with clients and different organizations within the community. She has also conducted seminars and workshops for many organizations and Fortune 500 companies. Angela holds a B.S. in Business Administration and Finance, and currently holds a Series 7 and 66 securities licenses as well as her Life and health license. She is currently working towards pursuing the CFP (Certified Financial Planner) designation. In addition to English, Angela is fluent in Spanish. She currently resides in the Orange County area.

Currently, Angela is licensed in and works with clients in the states of California, Arizona, Connecticut, Florida, Nevada, Idaho, Ohio and Texas.