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Who We Are

Robert Lopez, CFP® Photo

Robert Lopez, CFP®

Founder & Financial Planner

After six years in the U.S. Air Force as an Explosive Ordnance Disposal Technician, I decided to switch paths and go to Arizona State University for a business degree. I soon realized that I didn’t want to be an accountant — I wanted to help people with every aspect of their financial life.

Degree in hand, I began my financial planning career at two different firms: one in Phoenix, Arizona and the other in San Jose, California. While I enjoyed getting the real-world experience, both companies focused primarily on older clientele — people who were either nearing or already enjoying their retirement.

These experiences led me to make the decision to break off, build my own firm and offer what did not already exist — financial planning for newly emerging professionals. I chose to focus my efforts on people in the medical industry after seeing all the challenges my wife faced as she left school to begin her career as a Psychologist.

Outside of work, I enjoy being outdoors, playing co-ed volleyball and kickball, catching a game of ultimate frisbee or hiking with my wife and our Dog, Willow.