About

Our Mission

To help our clients avoid leaving their future to chance, by creating financial health for generations.

About Us

We put people before profits.

We love what we do and are inspired when we can empower our clients with the knowledge and tools needed to work towards their financial stability. Our goal is to create sound financial futures for our clients that can continue to be impactful after their passing.

Instead of following the latest investing and financial planning trends, we rely on our knowledge, motivation, and honesty to do what is suitable for our clients. With this as our compass, we aim to provide our clients with high quality advice, guidance, and planning.

We give our clients a level of care and personalized service that is hard to find. Working with our clients at the deepest level, we get to know your needs, your family, your financial goals. We are more than your financial advisor; we are people you can trust and rely on, not only to help you create positive financial lives, but also be a valuable resource for any issues you may have throughout the years. 

Chris Latham, CFP® 

Wealth Advisor

(562) 346-3390

chris.latham@lpl.com

For nearly three decades, Chris Latham has guided his clients, whom he is privileged to call friends, in helping to protect their assets, building their wealth, and creating financial confidence for themselves and their families....

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Kathy Lopez

Office Assistant

(562) 346-3390

kathy.lopez@lpl.com

Kathy is the Office Assistant at Latham Wealth Management. She holds a BA in General Studies with minors in Criminal Justice and Psychology. Kathy has worked in customer service for over 20 years and served active duty in the Army from...

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Kimberly Lopez

Digital Marketing Manager

Kimberly.Lopez@Lathamwealth.com

Kimberly Lopez is the Digital Marketing Manager at Latham Wealth Management. She holds a BS in Criminology and Criminal Justice. Kimberly has enjoyed working with clients for the past 25 years in various fields. Providing excellent...
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