9 Free Financial Planning Tips - David S. Lopez, Certified Financial Planner
Since 1996 David S. Lopez, CFP®, has been helping clients navigate their financial future and gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. 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. He lives in Laguna Niguel, in Southern Orange County, California and his office is in Aliso Viejo, CA. For more information see : www.davidslopez.com, FACEBOOK: https://www.facebook.com/dlopezroyal/ or LinkedIn https://www.linkedin.com/in/davidslopez/ Video editing by Raymond Silfver, Skills Production 2017
LicenseDefault YouTube License
