Thomas Loza, AIF®, RFC®
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. Notably, his journey to the present has included learning, growing, and weathering significant change. With a background as an accomplished business owner, Tom is a General Securities Representative and a LPL Investment Advisor Representative. He holds a Series 7 and 66 through LPL Financial, as well as other professional designations. Tom is committed to client relationships, and through comprehensive financial planning, he helps his clients develop investment, retirement, and estate planning strategies.
Supplemental to his profession, Tom is dedicated to supporting his community by supporting various boards and volunteer activities. Highlights of his volunteer contributions include serving on the Board and Finance Committee for the Riverside Community Health Foundation; being a mentor for Riverside Community College Puente Students; speaking at Youth Education Motivation Program events; and being a part of the Law Enforcement Appreciation Committee. Additionally, Tom was a 2014 graduate of the Riverside Chambers of Commerce Leadership Riverside class.
Tom continues to expand his knowledge base so that he is able to help his individual and business clients successfully navigate complex financial circumstances. Tom’s mission and that of Loza Beck Wealth Management is to help clients build wealth, remain informed, and maintain a plan that works towards their personal and financial goals.
LPL Financial, LLC is not affiliated with any other entities referenced.