Jose Lopez, CFP®

Wealth Advisor

West Los Angeles, California

Contact Jose

Jose helps clients navigate complex financial decisions with clarity and confidence. He supports families and professionals through comprehensive planning and coordinated strategy. He is known for delivering a responsive, high-touch client experience.
Jose began his career supporting consumer and business clients in banking while completing his degree at Cal State Fullerton. An internship sparked his interest in personal finance and wealth planning. He later completed the Personal Financial Planning program at UC Irvine. Jose holds the CERTIFIED FINANCIAL PLANNER® designation.
Jose’s approach is relationship-driven, practical, and service-oriented. He listens carefully, clarifies priorities, and builds actionable plans. He believes strong communication and follow-through create build lasting trust.
Jose lives in West Los Angeles and enjoys live music and staying active. He is an avid sports fan and trains in Jiu-Jitsu.