Gustavo Lopez
My name is Gus Lopez, and I’m a Financial Advisor. I’ll start by taking the time to get to know you and understand what’s important to you so I can help you develop strategies to pursue your short-, mid-, and long-term goals. I’ll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I can also provide access to Bank of America specialists for banking, credit, home financing and small business solutions. Together we’ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.
*NMLS ID 2430870
My philosophy is a 3 prong approach...guidance, education and tempering. When dealing with financial planning it can seem very overwhelming, my job is to guide you through that process. In so doing I am going to ask lots of questions to better understand your goals and present ideas for you to consider. That in turn will prompt you to ask questions. I will then educate you so that you can make an informed decision. And the last thing I do, and I think the most important part of this approach, is I am going to temper expectations. I am always going to bring you back to center to ensure we are speaking about realistic goals and the necessary strategies to achieve them.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
