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 practice. Tom began his career in wealth management at the height of the financial crisis.

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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

Operations Manager

(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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Martha Huerta

Administrative Assistant

mphuerta@lozabeck.com

Martha brings diverse knowledge and 20 years of experience to her Administrative Assistant role with Loza Beck Wealth Management. In an unlicensed capacity, she provides essential technical and logistical support to the advisor and...
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Client Centered

Client Centered

Whether you are investing to build wealth, manage risk for your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.