Albert Lopez CFP, CEPA

Albert has been working in the field of financial management since 1998. He graduated from Texas A&M University with an Engineering degree and was a member of the Corps of Cadets for four years. He was selected to serve in the Governor’s Honor Guard, Sul Ross Volunteers. In 2005, Albert obtained the distinguished CERTIFIED FINANCIAL PLANNER® certification. In 2025, Albert also became a Certified Exit Planning Advisor (CEPA) with the Exit Planning Institute. After a successful career at Merrill Lynch, Albert decided to integrate his experience in financial management and owning a small business to start his own financial practice. His main goal is to provide clients personalized service and independent advice. In 2024, Albert was named to LPL's Ambassador Council Program. The Amb...