Cheryl Lopez is the Founder and President of JC Financial Educators, a personal, small-business and college planning firm headquartered in Westlake Village, California.

I have been working with individuals and businesses for many years and have extensive personal and professional experience. I am an Investment Adviser Representative and am licensed to sell a variety of investment and insurance products.

Cheryl's expertise is in protecting their client's assets. Removing risk from her client's estates is the foremost goal, with a philosophy of - Plan, Protect, Preserve and Prosper which leads to Peace of Mind. Most importantly, ensuring that clients do not outlive their money - even if they live to reach 100 years of age and beyond!

Cheryl's safety-focused approach in planning implements the latest estate planning and investment techniques and includes reducing financial risk, lowering taxes and protecting their clients' assets from expensive nursing home costs.

Cheryl has been a resident of Ventura County since 1987. Cheryl is a founding member and Chief Financial Officer for The Trees of Knowledge Foundation, a non-profit company with a mission education and vocational training. She and her husband are members of Calvary Community Church and reside in Simi Valley, California.

On behalf of myself and staff we look forward to using our expertise in helping you to maximize your assets and helping your to preserve, protect and manage your wealth more efficiently.

Throughout this website, JC Financial Educators has provided links to various other websites. While we believe this information to be current and valuable to its clients, JC Financial Educators provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time-sensitive nature, or viability of any information shown on these sites.