Broker Check

Jimmy Lopez

Senior Wealth Manager

626-653-4485

626-802-5537

jimmy.lopez@ceterainvestors.com

I’m an independent, fiduciary financial advisor with over 10 years of experience helping individuals, families, and business owners build clear, confident financial plans. My approach is rooted in education, transparency, and...
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Aubrie Morales

Client Services Representative

(310) 257-7426

855-650-7090

aubrie.morales@ceterais.com

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