Marcos Lopez, CFP®, ChFC®, RICP®
Certified Financial Planner
I have 21 years of experience in banking and the financial industry, most of it in Europe. This experience provided me with insight into the 2008 financial crisis and a unique perspective of the global markets. I transitioned to Brookline, MA with my family in 2014, and have since become rooted in our school and community.
I use my experience and deep understanding of clients to help them reach their goals. My approach helps make complex financial concepts and strategies clear and simple.
Registered Representative & Financial Advisor of LPL Financial