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Our Team

Brandon C. Lopez, CAP®

Marketing/Operations Manager

(530) 588-1540

(530) 267-8214

[email protected]

I have been in the financial services industry since 2006. I hold Series 7 (General Securities Representative) and Series 66 (NASAA Uniform combined State Law exam) licenses held with LPL Financial. Throughout my career I have worked...

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Peter W. Bell, CFP®, CERTIFIED FINANCIAL PLANNER™

LPL Financial Advisor

(530) 588-1540

(530) 267-8214

[email protected]

I have lived in Chico, CA and have been licensed and employed in the financial services industry since 1993. For more than two decades’ businesses, professionals, and individuals have trusted me with their financial and...

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