Our Team
Peter W. Bell, CFP®, CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor
(530) 267-8214
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...
Brandon C. Lopez, CAP®
Marketing/Operations Manager
(530) 267-8214
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...