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portrait of R.J. Lopez
FINANCIAL ADVISOR

R.J. Lopez

CFP®, ChFC®
1300 Higgins Rd Suite 213, Park Ridge, IL 60068opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About R.J.

I am a CERTIFIED FINANCIAL PLANNER® professional with 21 years of experience developing financial strategies for medical professionals, corporate executives, business owners and their families.

Over the years I realized that my favorite part of being a financial advisor is the opportunity to guide individuals and families through different stages of their lives, helping them to build, protect, enjoy, and pass down their wealth.

I will work with you to identify yours goals and develop tailored strategies to help you reach them. I will strive to provide you with: (1) A clear explanation of the strategies, investments, and products that I...

Focus Areas

  • Entrepreneurs & Business Owners
  • Physicians
  • Dentists
  • Corporate Executives
  • Employee Stock Options
  • Wealth Strategies

Work History

  • Edward JonesNovember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Univ of Illinois - ChicagoBachelor of Science

Personal Interests

  • Traveling
  • Fine Dining
  • Coaching Sports
  • Chess
  • Personal Fitness

Team Members

  • Sandy Weaver
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(847) 384-0259

Fax

(888) 250-4931

Office Address

1300 Higgins Rd Suite 213
Park Ridge, IL 60068opens in a new window

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