Dave Lopez has been featured as a contributor in many publications including Yahoo! Finance, Market Watch, and The Star Tribune. He is a recognized speaker on the topic of Retirement Planning. Through workshops and adult education classes, Dave has presented on over 200 occasions to over 4,000 attendees over the last 9 years. Through his classes and workshops, Dave walks attendees through a step-by-step process to build out a plan for their retirement, using strategies designed to protect and preserve assets, manage market risk, increase retirement income and reduce taxes.
Dave is an Investment Advisor Representative with AlphaStar Capital Management and the Founder and Managing Member of ILG Financial, located in Stafford, Virginia. ILG Financial is a member of the Better Business Bureau and the Fredericksburg Chamber of Commerce. Dave is also proud to be a member of the National Ethics Association.
Dave graduated from James Madison University with a double major in Mathematics and Computer Science. After graduation, he spent 18 years in the Insurance Industry helping clients protect assets from loss.
Dave and ILG Financial currently have over 70 Million dollars under management for their Clients in a combination of Investments and Insurance-based tools.
Download my chapter "The Retirement Income Myth: Income Rider and Sequence of Return Risk" from the Best-Selling book Momma's Secret Recipe for Retirement Success!
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