Meet Our Founder

Photo of Christian Lozano

Christian Lozano

Founder | Financial Adviser

Christian strives to provide his community and clients with optimal strategies and solutions to help them grow, protect, and conserve their wealth through all stages in life. Creating financial strategies can be intimidating, we assure to approach this with education to make sure families, individuals, and businesses understand and are well informed.

Christian earned his Bachelor’s degree in Business Administration, with a concentration in Financial Planning and Risk Management from California State University, Fullerton in 2015. After completing internships under reputable Financial Advisors that were started while being a student, Christian saw the impact that was being done and decided to join shortly after. Since then, he has obtained the FINRA Series 7, 6, 63, and 66 securities licenses.

When Christian is not working, he enjoys dedicating time to his family and personal passions, such as playing golf or going skiing.

Christian specializes in:

  • Wealth Management*
  • Investments**
  • Financial Planning*
  • Risk Solutions and Protection Strategies
  • Retirement Savings and Retirement Income Strategies
  • Estate Planning
  • Education Strategies
  • Business Solutions
  • 401k & 403b Rollovers and Funding Options***
  • IRA, Roth IRA, and Solo 401k Set Ups

*Offered through Eagle Strategies LLC A Registered Investment Advisor.
**Securities offered through NYLIFE Securities LLC, a Licensed Insurance Agency.
***When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.