Carlos J.F. Lopez,  CFP<sup>&reg;</sup> - Financial Advisor

Carlos J.F. Lopez, CFP®

MBA,

Managing Director

Creative Planning, Inc.

10400 NE 4th St, Ste 500
Bellevue, WA 98004
FINANCIAL ADVISOR'S WEBSITE
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General

Carlos Lopez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Creative Planning, Inc. in Bellevue, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes

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