Diego Lopes
Guiding my community in making smart financial decisions
- Role
- Financial Representative at WestPac Wealth Partners
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Diego Lopes
Passionate about transforming financial conversations, I work with motivated families and owners of closely-held businesses to effectively build and preserve their wealth with confidence. By debunking financial myths and uncovering efficiencies for their own context, I guide my clients towards ultimately making smart financial decisions.Originally from Brazil, I grew up in the Bay Area playing soccer and now call Portland home after my time at Pacific University. Fluent in Portuguese, English, and Spanish, I\'m well-positioned to connect with and serve people of many walks of life.🤝My clients often become friends, and I’m dedicated to providing a judgment-free space for all your financial questions. Together, we can navigate the path to securing your family’s financial future. For a quick and confidential assessment of your current financial life go to:
Experience
Financial Representative
Aug 2018 — Present · Portland, OR, US
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and help enhance our clients’ goals by designing a customized strategy and creating a life map to help them achieve and protect their wealth.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0M56081. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Pacific University
BA
2014 — 2018
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