David S. Lopez, CFP® 
Royal Alliance Associates, Inc.

CONNECT

Address:

16A Journey, Suite 200
Aliso Viejo, CA 92656

Phone:

949-542-3316

Fax/Other:

949-613-7358

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 


  • Tax Free Portfolio Strategies
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
  • Hourly Fee Based Consulting
  • Real Estate Investment Trusts (REITS)


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck