Dave Lopez is the owner and founder of ILG llc- Income/Liquidity/Growth. Dave is a, "Safe Money Specialist". His strategies focus on protecting assets from market loss, creating recurring permanent income streams with the opportunity for growth to keep pace with inflation. His strategies are designed to be tax efficient so as to enable his clients to keep more of what they have.
Dave is an Investment Advisor Representative with Regal Investment Advisors llc. as well as a licensed Insurance professional. While being extremely knowledgeable and passionate about his work, his clients find him to be personable and extremely dedicated to their needs.
By utilizing his planning strategies, his clients realize reduced exposure to stock market volatility, income tax savings, and tax deferred growth with the ability to take income tax free in many situations.
Dave graduated from James Madison University in 1986. Dave and his wife, Cheryl, are the proud parents of 3 children, and feel that family and faith are the foundation of his practice.
Hours of Operation
9:00AM 5:00PM Monday - Friday, Saturday by appointment.
Preferred method of contact
Business Phone, Personal Email
Trade/Business Associations:
Better Business Bureau, National Ethics Bureau
Our Location
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