Key People

Committed to the Cause

John de Sousa


Lisa Lorenz

Life Agent

John c. de Sousa Is a registered financial professional with over 40 years of experience of financial and retirement planning

Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services.

As a Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals.

Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

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Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910. DeSousa Financial and PSEC are independently owned and operated companies. PSEC is not liable for ancillary products or services offered by this representative or DeSousa Financial.

CA insurance license # 0490102

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