![Carlos Lopez](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Carlos Lopez
Portefeuillebeheerder-Aandelen bij
Creative Planning LLC
Profiel
Mr. Carlos J.
Lopez is a Managing Director & Partner at Creative Planning LLC.
He works directly with clients to develop and implement comprehensive financial plans to address their goals and complex financial needs.
He has been in the financial planning and investment industry for nearly three decades.
He received a Bachelor of Science degree in Business Finance and earned his Master of Business Administration from Westminster College in Salt Lake City.
Actieve functies van Carlos Lopez
| Bedrijven | Functie | Begin |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Portefeuillebeheerder-Aandelen | 01-07-2014 |
Opleiding van Carlos Lopez
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
University of Phoenix
 University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Westminster College (Utah)
 Westminster College (Utah) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
