Carlos J. F. Lopez

About Carlos J. F. Lopez

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax strategy & tax planning, and estate planning & gifting solutions. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Tax Strategy, Charitable Planning, Business Succession Planning, M&A Advisory, Business Valuation, Risk Management.

Experience

1. Partner Managing Director

   Creative Planning

   Jul 2014 — Present · Seattle, WA, US

   Carlos serves as a Partner and Managing Director at Creative Planning, working directly with clients to develop and implement comprehensive financial plans to address their goals and complex financial needs. Carlos and his team practice in the field of retirement & income planning, investment management, tax strategy, estate planning, business succession planning, as well as corporate stock option planning, executive compensation, liability & risk management, and charitable strategy & planning. Carlos and his team focus first on a thorough understanding of a client’s circumstances to provide a truly customized plan and investment approach to achieve their goals. Prior to joining Creative Planning, Carlos was a Vice President for a major national financial services company. He was responsible for consulting with both clients and advisors on financial planning strategies, creating advanced financial planning concepts training, and delivering presentation to the public on market research and financial planning topics. Carlos has been in the financial planning and investment industry for nearly three decades. He received a Bachelor of Science degree in Business Finance and holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Carlos earned his Master of Business Administration from Westminster College in Salt Lake City. He is also member of the Financial Planning Association of Puget Sound.Carlos and his wife Christy have been married over 25 years and have two wonderful children, Sara and Grace. In his spare time, Carlos enjoys spending time with his family traveling. His family especially loves visiting Hawaii and Europe.

Education

• College for Financial Planning

  Certified Financial Planner Education Program

• University of Phoenix

  Bachelor of Science (BS)

• Westminster College

  Master of Business Administration (MBA)