Leroy Lopez
Leroy Lopez had over 58 years of experience in the financial services business. He was the Senior Partner of Wealth & Wisdom until he unfortunately passed away in 2022. He is very sadly missed.
Mr. Lopez was selected Financial Advisor of the Year by the San Diego Association of Insurance and Financial Advisors.
He qualified for the Million Dollar Round Table for 42 consecutive years.
Mr. Lopez is also an honor roll member of the Million Dollar Round Table.
CA License # 0321674
Dale Whitright
Dale Whitright has over 19 years of experience in the real estate and financial services businesses. He was mentored by Leroy Lopez and is a founding partner of
Wealth & Wisdom Professionals, Temecula.
CA License # 0M54687
Why We Stand Apart
Times are economically challenging and we’re here to see that your financial well-being remains strong. We are not your typical financial services providers.
Wealth & Wisdom Professionals provide you with non-traditional strategies that are designed to help you maximize your wealth, without taking another penny out of your pocket. From different financial strategies to insurance and estate planning, we find money in a way that doesn’t take away from your lifestyle, so that you can enjoy your money today while saving for your future.
Protection From Market Uncertainty
Many of the clients we have spoken to in recent weeks have expressed a considerable amount of concern in regards to the financial markets, inflation and high interest rates. They are looking for a more stable way of protecting their investments with solid guarantees. If you find yourself in a similar situation, we would like to talk to you about strong, secure and certain financial strategies that will help to shelter you from the current market volatility.
We would be more than happy to share with you information on our financial strategies, candid answers to any questions you have, and a simplistic explanation of how to protect your retirement plans.
The process starts with a casual conversation, and as always, there is absolutely no obligation on your part. We encourage you to give us a call at 951-553-1111.
Tax-Free Ways to Grow Your Retirement
One of the key strategies for growing wealth is to minimize taxes on your money. It's natural to put off retirement planning—there are families to raise, college tuition to pay, and life to be lived. However, the earlier you begin socking away savings, the much better off you'll be in your "golden years." By using smart strategies, you can end up paying little or no taxes after you retire.
Let’s Be Honest; If We Can-
* Show you how to increase your money supply and cash flow at retirement.
* Provide more or better benefits for you and your family.
* Accomplish these two strategies and reduce your element of risk that you are currently taking.
* Accomplish all of this without reducing your lifestyle by one cent… without spending any more out of pocket than you currently spend, wouldn’t you want to know how?
* And if you knew that we can do all of this without charging you any fees, what would you have to lose?
KNOWLEDGE is something you learn, WISDOM is the ability to apply that knowledge to your everyday LIFE. We specialize in preserving the financial integrity of your family. Learn the value of knowing what you don’t know you don’t know.
