Independent Financial Advisor
Frank Lopez has been a dedicated professional in the finance and insurance industry since 1991, serving clients with integrity and a strong commitment to their best interests. Since becoming an independent advisor in 2010, Frank has prioritized unbiased financial guidance, ensuring that every recommendation aligns with his clients’ unique needs—whether it’s a simple cremation insurance policy or a $2 million 401(k) rollover.
A firm believer in ethical financial advising, Frank follows a straightforward rule: if he wouldn’t recommend a product to his own mother, he won’t recommend it to anyone. This guiding principle underscores his dedication to transparency, trust, and client-first service.
As a fully bilingual advisor fluent in both English and Spanish, Frank is committed to making financial planning accessible to a diverse clientele. He provides annual reviews for all his clients, ensuring their financial strategies stay aligned with their evolving goals and circumstances. Through his personalized approach and unwavering integrity, Frank helps individuals and families secure their financial futures with confidence.
