Angel Lopez

Experience

• 

  JPMorganChase

  Aug 2014 - Oct 2017

  Private Client Banker
• 

  TIAA

  Aug 2018 - Jun 2022

  My team and I work with clients to build financial plans aligned with their needs, wants, and wishes. Wherever you are in life, and whatever your goals, we can help with a range of services, from do-it-yourself online investing to full-service financial advice. No matter where you are in your financial journey we provide flexible access to personalized advice when, where and how you want it.

  • Advisory Consultant

    Aug 2018 - Jun 2022

  • Wealth Management Client Relationship Consultant

    Aug 2018 - Feb 2021
• 

  Citi

  Jul 2022 - now

  Financial Planning Analyst

  Deep understanding of core financial planning concepts, investment strategies and core financial pillars - cash flow, insurance, taxes, estate planning, and asset allocation. I pride myself in taking a proactive approach to identifying and solving client's financial challenges and I leverage creativity and resourcefulness in developing personalized plans that meet individual needs and timelines. Last but that least, I strive in helping individuals create a system which provides them with resiliency, peace of mind and financial freedom no matter what curveballs life throws! Show less