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Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

949-542-3316

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OUR PROCESS

What you can expect from start to finish in At South Orange County Financial
Planning - Our Process including complete transparency

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OUR MISSION

We help everyday people establish and pursue their financial savings and
retirement goals. Our ideal client is a diligent saver who would prefer to
delegate the task of Financial Planning to a Professional.

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WHY A CFP® 

CFP® certification is recognized as the highest standard in personal financial
planning.

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YOUR FINANCIAL FUTURE

We choose to call ourselves Financial Planners because we do so much more than
Wealth Management. Many will only have one Financial Planner in their lifetime,
whether you choose a wire house type firm, or an Independent, Certified
Financial Planner, it is the individual relationship you are choosing. Choosing
to work with us gives you unlimited access to your Financial Advisor, no
assistants, no teams to be delegated to. Do you currently have that? Bigger is
not always better. If individualized attention is important to you, please
schedule a complimentary 30-minute introductory meeting via phone, Zoom or in
person. 


THIS IS US -  IT'S ALL ABOUT YOU

We work directly with you to build a custom investment portfolio - tailored to
fit you. Custom because your plan considers more than just the numbers, it takes
into consideration how you feel emotionally about a downturn in the stock market
or rapid changes in current events. We are all different, and plans need to be
individualized. Investing can be emotional, and we help you stay rational during
uncertain times. We do the hard part so you can focus on what you love.
Delegating the things you don't like to do, frees up space for the things that
you love. Call or email to schedule an appointment  at our office -- 16A
Journey, Suite 200, in Aliso Viejo or set up a phone or Zoom call.

Learn more

Located In Aliso Viejo, California at 16A Journey, Suite 200, 


OUR PROCESS

Video


6 REASONS TO PARTICIPATE IN YOUR COMPANY'S RETIREMENT PLAN

Video


9 FREE FINANCIAL PLANNING TIPS

Video



CONTACT

South Orange County Financial Planning

Office: 949-542-3316

Fax: 949-613-7358

16A Journey

Suite 200

Aliso Viejo, CA 92656

david@socfp.com



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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
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the California Consumer Privacy Act (CCPA) suggests the following link as an
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Copyright 2024 FMG Suite.



David S Lopez is a Registered Representative of and offers securities products
and advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic
Wealth is separately owned and other entities and/or marketing names, products
or services referenced here are independent of Osaic Wealth.  

In this regard, this communication is strictly intended for individuals residing
in the states of California, Oregon, Montana, Washington, Nevada, Arizona,
Hawaii, Michigan, Colorado, Tennessee, Idaho, Texas, Utah and New York. No
offers may be made or accepted from any resident outside the specific states
referenced. As such, these services are strictly intended for individuals
residing in California and Oregon.