Gustavo Rodriguez Lopez

The concept of “giving back” drives me to want to help people who may be facing financial challenges such as retirement income planning and educational funding. The process begins by using Merrill’s wealth planning approach to help you identify and pursue your financial goals and dreams.

There are significant demands and complexities that can come along with different levels of wealth. Understanding your family, your concerns, goals and priorities provides the insight needed to walk you through a range of potential opportunities and strategies—and ultimately create a personalized plan that's aligned with your risk tolerance, time horizon, and liquidity needs.

Think of me as a guide and teacher who can help you and your family—including the younger generation—understand the planning process, how the markets operate, and the power of creating a financial strategy designed to help you grow and preserve wealth. Appreciating the importance of being supported at various moments in life fuels our desire to offer the same commitment to you.

I have a Bachelors degree in International Business from Escuela Superior Politecnica del Litoral and hold the Chartered Retirement Planning Counselor^TM designation. In my out-of-office time, I’m involved with the Rotary International and the Elks Order. I live with my wife Diana, my daughter Luciana and my son Sebastian in Lake Elsinore, CA and love to participate in outdoor activities with them.