Broker Check
Thomas Loza, AIF®, RFC®

Thomas Loza, AIF®, RFC®

Managing Partner

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 the present has included learning, growing, and weathering significant change. With a background as an independent business owner, Tom is both a General Securities Representative and Investment Advisor Representative, holding Series 7 and 66 professional registrations through LPL Financial. Tom is committed to consumer relationships and through comprehensive financial planning helps his clients develop education, insurance, retirement, and estate planning strategies.

Supplemental to his profession, Tom contributes to multiple boards and volunteer activities in the community. Highlights of his volunteer contributions include sitting on the Finance Committee for the Riverside Community Health Foundation; serving as a mentor for Riverside Community College Puente Students; speaking at Youth Education Motivation Program events; and being a 2015 graduate of Leadership Riverside.

Tom continues to expand his knowledge base so that he is able to help his individual and business clients navigate complex financial circumstances. Tom’s mission is to help clients build wealth, remain informed, and maintain a plan that helps them to pursue their financial goals.

LPL Financial, LLC is not affiliated with any other entities referenced.

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