portrait of R.J. Lopez
FINANCIAL ADVISOR
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Personal Interests

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

Team Members

  • Sandy Weaver
    Sr. Branch Office Administrator

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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

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