Laguna Niguel, CA Town Center Drive Office

Alexandria Lopez is a financial advisor with Osaic, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at LPL Financial LLC, South Orange County Financial Planning, and various companies in the beauty and retail sectors such as ILIA Beauty and Charlotte Tilbury Inc. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, with both discretionary and non-discretionary management options.

David Lopez is a CFP® with 30 years of industry experience, currently affiliated with OSAIC since 2007. He previously worked at Wealthcare Alliance from 2010 to 2018. Lopez operates a sole proprietorship focused on analyzing clients' insurance needs and making recommendations for life insurance, estate plans, and long-term health care. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk assessment, and portfolio construction that includes stocks, bonds, mutual funds, ETFs, and alternative investments.