Our Founders
Angie Lopera, MBA
With over 15 years of experience in business and financial services, Mrs. Lopera is passionate about empowering individuals and businesses through financial education, strategic planning, and investment solutions.
Mrs. Lopera works closely with clients to assess their current financial standing, identify potential gaps, and develop tailored strategies for long-term success. She is partnered with top industry leaders, including Prudential, Nationwide, and Fidelity, ensuring access to the best financial solutions available.
As the demand for financial literacy continues to grow, Mrs. Lopera is committed to providing guidance, mentorship, and growth opportunities for both her clients and professionals who share her mission. If you're looking to take control of your financial future or grow within the industry, connect with us.
Mario Fragomeno
Originally from Pasadena, CA, Mr. Mario Fragomeno is the youngest of three children raised by hard-working immigrant parents. In his family, education was highly encouraged and deeply valued. After attending the college preparatory St. Francis of Assisi High School in La Cañada, CA, he pursued his passion for problem-solving and innovation, earning a degree in civil engineering from the Henry Samueli School of Engineering at the University of California, Irvine.
With nearly 15 years of experience in engineering and over a decade as a financial professional, Mr. Fragomeno has successfully applied his analytical and leadership skills across both industries. His ability to lead teams, manage complex projects, and develop strategic solutions has made him a trusted advisor in every role he takes on. A dedicated communicator and lifelong learner, he excels in environments that present challenges and offer growth opportunities.
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Unlock Your Financial Future
Take control of your financial future today! Schedule a discovery meeting with us to create a personalized financial plan.