"Having worked in the insurance and financial planning industry for the past 37 years, it was quite gratifying for me to be able to retire with a comfortable income due to the planning that was accomplished by Leroy Lopez and his staff at Wealth & Wisdom Partners."

Our Team

Leroy Lopez, Senior Partner

“At any given moment you can learn. Isn’t that wonderful?”
Pablo Casals

Leroy Lopez has over 56 years of experience in the financial services business. He is the Senior Partner of Wealth & Wisdom Partners in San Diego. Mr. Lopez has been selected Financial Advisor of the Year by the San Diego Association of Insurance and Financial Advisors. He has qualified for the Million Dollar Round Table for 40 consecutive years. Mr. Lopez is also an honor roll member of the Million Dollar Round Table and currently a member of the Million Dollar Round Table’s prestigious Top of the Table.

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CA License # 0321674

Traci Havey, Partner

“Knowledge is something you learn, Wisdom is the ability to apply that knowledge to your every day life.”

Traci Havey has 25 years of experience in the insurance and financial services industry. In 2002, she was named Disability Specialist of the year, nationwide, with Guardian Life Insurance Company. In her experience working with clients and managing brokerage agencies, she has gained the understanding and importance of customer service with a team approach. Traci has been a member of The National Association of Insurance and Financial Advisors since 1998. She is also a member of the Million Dollar Round Table. She is a LEAP practitioner, a member of Wealth & Wisdom Institute and Circle of Wealth graduate. With her commitment to client satisfaction, Traci strives to educate her clients to achieve their maximum financial potential.

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CA License # 0C14410

Administrators

Morgan Neumeister – Office Manager
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