Caleb Lopez

Insurance Producers and Retirement Planner
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Affinity Advisors’ mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. We call this “Complete Benefits of Ownership” or C.B.O. Our primary focus is helping clients to protect assets, qualify for state & federal benefits and preserve investment funds with guaranteed* growth and income.

Caleb M. Lopez constantly exhibits a strong motivation to help others. He has proven himself as an exceptionally skilled creator of customized, safe and secure retirement and Estate protection plans.

Caleb began his career shadowing the founder and president of Affinity Advisory Network, LLC. During this close-up work, Caleb learned ultra-high end Estate planning strategies. Contributing to the goal-focused plans of a wide variety of clients, Caleb’s work has helped to protect the lifestyle and legacy of Affinity clients.

Affinity Advisory Network is a holistic full-service Estate planning firm. The strength comes directly from the focus of each advisor to serve each client to the best of their ability.

Caleb has focused his practice on families in Northeast Ohio. He often consults with the CEO of Affinity on customized plans for his clients. He draws on his knowledge of retirement planning, Social Security, long-term care, and Medicare. He creates plans that protect assets and maintain eligibility for all private, state, and federal benefits to cover potential long-term care expenses. Caleb holds a Life and Health Insurance license from the State of Ohio Department of Insurance.

  • 330-417-8171
  • 4450 Belden Village St. NW Suite 704 Canton, OH 44718
  • clopez@affinityadvisorynetwork.com

Brandon Lewis

Insurance Producer and Retirement Planner
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Brandon began his career shadowing the founder and president of Affinity Advisory Network, LLC. During this close-up work, Brandon learned ultra-high end Estate planning strategies. Contributing to the goal-focused plans of a wide variety of clients, Brandon’s work has helped to protect the lifestyle and legacy of Affinity clients.

While attending Ohio Wesleyan University Brandon has witnessed firsthand, the need for people to receive education and information on planning for their retirement. He is committed to provide people with personalized strategies to protect and preserve assets, develop an income stream that they can never outlive and distribute wealth to their loved ones.

Brandon has extensive training and knowledge with regards to Retirement Planning, Social Security and Medicare, Long Term Care Needs and Solutions, VA Benefits Senior Market Planning and Estate Liquidity planning. Also, holds a Life and Health Insurance license from the State of Ohio Department of Insurance.

  • 234-425-3314
  • 4450 Belden Village St. NW Suite 704 Canton, OH 44718
  • blewis@affinityadvisorynetwork.com

Stephanie Rivera-Weiss

Insurance Producer and Retirement Planner
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Affinity Advisors’ mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. We call this “Complete Benefits of Ownership” or C.B.O. Our primary focus is helping clients to protect assets, qualify for state & federal benefits and preserve investment funds with guaranteed* growth and income.

Stephanie Rivera-Weiss constantly exhibits a strong passion and drive to help others. She has proven herself as an exceptionally skilled creator of customized, safe and secure post-retirement and Estate protection plans.

Stephanie began her career working with a seasoned top performing agent and has gone on to high-level personal training with the founder of Affinity Advisory Network. She has learned the ultra-high end post-retirement and Estate protection strategies developed by the founder that have are the foundation of all plans created for the clients of Affinity Advisory Network. Contributing to the goal focused plans of a wide variety of clients, Stephanie’s work has helped to protect the lifestyle and legacy of Affinity clients. Affinity Advisory Network is a holistic full-service Estate planning firm. The strength comes directly from the focus of each agent to serve each client to the best of their ability.

  • Updating
  • 4450 Belden Village St. NW Suite 704 Canton, OH 44718
  • srivera@affinityadvisorynetwork.com
  • MAIN PHONE :

    888-720-0360

  • CANTON OFFICE :

    4450 Belden Village St. NW, Suite 704, Canton, OH 44718

    WESTLAKE OFFICE :

    159 Crocker Park Blvd, Suite 400, Westlake, OH 44145

  • EMAIL :

    info@affinityadvisorynetwork.com