South Orange County Financial Planning

Financial Services • 16A Journey, 200, United States • 1-10 Employees

Company overview

Headquarters	16A Journey, 200, Aliso Viejo, CA 92656, US
Phone number	+19496137358
Website	socfp.com
NAICS	52
SIC	641
Founded	2007
Employees	1-10
Socials

Key Contact at South Orange County Financial Planning

Susan Haines Lopez

Operations Manager - Co Owner

South Orange County Financial Planning Email Formats

South Orange County Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@socfp.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@socfp.com	100%

About South Orange County Financial Planning

David S. Lopez, Certified Financial Planner (TM) has been a licensed Financial Advisor since 1996. 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. Biography: David graduated from the United States Naval Academy in 1989 and became a Submarine Officer; he then qualified as a Nuclear Engineer Officer. He served for 7 years and was 3 times awarded the Navy Achievement Medal and also awarded the Navy Commendation Medal. In 1996 he began his career as a Financial Advisor. Today David is also a veteran of the Financial Services industry. He resides in Laguna Niguel.

South Orange County Financial Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

South Orange County Financial Planning has never raised funding before.

South Orange County Financial Planning Tech Stack

Discover the technologies and tools that power South Orange County Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Google Hosted Libraries

CDN

Frequently asked questions

South Orange County Financial Planning is located in 16A Journey, 200, US.

You can reach South Orange County Financial Planning at +19496137358.

South Orange County Financial Planning was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

South Orange County Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at South Orange County Financial Planning

Susan Haines Lopez

Operations Manager - Co Owner

4.8

40,000 users