Broker Check

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.


Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Meet the Team

Thomas Loza, AIF®, RFC®

Managing Partner

(951) 800-8083

(951) 381-2003

tmloza@lozabeck.com

A Southern California native, Tom Loza has made Riverside a home for both his family and his successful business practice. Tom began his career at Waddell & Reed in 2008, at the height of the financial crisis. Notably, his journey to...

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Steven Beck, AIF®, AWMA®, CFP®

Managing Partner

(951) 800-8083

(951) 381-2003

sbeck@lozabeck.com

Born in southern California, Steven grew up in Bigfork, Montana, a small town in northwest Montana. After serving in the United States Army, Steven moved back to California, where he graduated with a degree in...

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Brittany Powers

Administrative Assistant

(951) 800-8083

(951) 381-2003

bpowers@lozabeck.com

Originally from Georgia, Brittany graduated with a degree in Business Administration in 2013. Later that same year, she began her career at Waddell & Reed in Riverside, CA as the division administrative assistant. In 2017, she joined...

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