Скачать или смотреть 9 Free Financial Planning Tips from David Lopez, Certified Financial Planner (TM) - SOCFP

A short video giving you 9 free tips or free advice from veteran financial planner of over 24 years Dave Lopez. Since 1996 David S. Lopez, CFP®, (Certified Financial Planner (tm) 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, South Orange County Financial Planning, is in Aliso Viejo, CA. For more information see : www.socfp.com, FACEBOOK:   / socfp   or LinkedIn   / davidslopez  
He is registered to help clients from the following states: California, Oregon, Montana, Washington, Nevada, Arizona, Hawaii, Michigan, Colorado, Tennessee, Idaho, Texas, Utah and New York
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