Tai Lopez

Tai Lopez, CFP®, ChFC, CLU

Tai is a CERTIFIED FINANCIAL PLANNER™ Practitioner and co-founder of The Legacy Life Group, which was formed when he and co-founder Jon Dewar merged their businesses in 2003.

In the financial planning arena his expertise is on fixed life insurance for estate planning, bringing in his LLG team members affiliated with LPL Financial if a client has a variable or securities need. Tai entered the financial services business with GE Capital and quickly became one of the youngest and most prolific district leaders in the USA for GE Financial Advisors. He has assisted thousands of people in finding the most appropriate life insurance and he has been a driving force in LLG’s goal to be the top financial resource for clients nationwide.

Tai is a member of MENSA, the high IQ society; a Certified Financial Planner (CFP), CHFC, and CLU; a member of the FPA (The Financial Planning Association); and a member of The Million Dollar Round Table (MDRT), a designation placing him among the top performers of the financial services industry.

Securities, fee-based, and asset management services offered through LPL Financial, member FINRA/ SIPC, America's No. 1 independent brokerage firm.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on revenues, as reported by Financial Planning magazine, June 1996-2009.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: Arizona, California, Colorado, Florida, Georgia, Iowa, Massachusetts, Maryland, North Carolina, New Jersey, Ohio, Oklahoma, South Carolina, and Virginia.

LLG Financial Wealth Management & Planning is independent of LPL Financial.