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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aubrie Morales

Client Services Representative

(310) 257-7426

855-650-7090

aubrie.morales@ceterais.com

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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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