Jonathan Lopez
President and CEO @ Concord Wealth Partners | Certified Financial Planner
- Role
- President at Concord Wealth Partners
- Location
- Abingdon, VA, US
- LinkedIn followers
- 500 followers
About Jonathan Lopez
At Concord Wealth Partners, our team has cultivated a culture of excellence in wealth management, focusing on retirement planning and comprehensive wealth strategies. Our values of integrity and personal growth form the foundation of our client relationships, ensuring they receive personalized attention and tailored financial solutions.With my CFP certification and expertise in retirement and employee benefits, we have established a legacy of trust and client satisfaction that is unparalleled. Our approach has consistently delivered financial independence to our clients, empowering them with the security and confidence to navigate their financial futures.
Experience
President
Jun 1986 — Present
President and CEO.
Education
The American College of Financial Services
MSFS - Master of Science in Financial Services
Concord University
Bachelor of Business Administration (B.B.A.)
1981 — 1986
Skills
- Disability Insurance
- Certified Financial Planner
- Life Insurance
- Small Business
- Investment Strategies
- Alternative Investments
- Employee Benefits
- Retirement
- Equities
- Portfolio Management
- Series 7
- Asset Allocation
- Mutual Funds
- Risk Management
- Limited Partnerships
- Retirement Planning
- Wealth Management
- Financial Analysis
- Asset Management
- Investment Advisory
- Series 24
- Long Term Care Insurance
- Investments
- Fixed Annuities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.