Jose Lopez, CFP®

Wealth Advisor

West Los Angeles, California

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Jose was born and raised in Orange County, California. He began his career in the financial services industry at Chase Bank, supporting clients with both consumer and business banking needs. While earning his bachelor’s degree at Cal State University Fullerton, he discovered a passion for personal finance during an internship at a wealth management firm.
He later completed the Personal Financial Planning program at UC Irvine and holds the CERTIFIED FINANCIAL PLANNER® designation. Jose takes pride in delivering an exceptional client service experience, helping clients navigate complex financial decisions, and building long-lasting relationships.
Jose currently resides in West Los Angeles. Outside of work, he is an avid sports fan, enjoys attending live music events, and stays active by training in Jiu Jitsu.