Financial Planner
Antonio Lopez
Antonio is an experienced Independent Financial Advisor, acting as a fiduciary, to provide professional advice to individuals and businesses to triumph in the pursuit of their most important financial goals. He has 17 years of licensed experienced working with professionals such as Attorneys, Business Owners, Retirees, Investment Companies, Banks, and other Financial Professionals like CPAs. Antonio specializes in Business Retirement Plans ( i.e. 401ks and Cash Balance Plans). He is also skilled in building Financial Plans, Growing Wealth, Preservation of Wealth, College Saving Plans, and other Investment Strategies. Antonio has a strong academic finance background with an Executive Master’s in Finance from City University of New York-Baruch College – Zicklin School of Business.