A Southern California native, Tom Loza has made Riverside a home for both his family and a successful financial services practice. Tom is dedicated to building strong client relationships and, through detailed financial planning, assists his clients in developing investment, retirement, and estate planning strategies. With over 16 years of experience in the financial services industry and a background as an accomplished business owner, he understands the importance of integrating tax strategies into comprehensive financial planning.
Supplemental to his profession, Tom is dedicated to his community by serving on various boards and engaging in volunteer activities. Highlights of his 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.