Tommy Lopez
CFP®, CRPC®
Coffeehouse Capital LLC
Founder | Financial Advisor
Tommy Lopez
CFP®, CRPC®
Coffeehouse Capital LLC
Founder | Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tommy Lopez, CFP®, CRPC®
Fee-Only financial planner located in Fresno, CA, serving clients locally and across the country
Tommy Lopez is a Fresno, CA fee-only financial advisor serving clients locally and across the country. Coffeehouse Capital LLC provides comprehensive financial planning, investment management, and tax planning to help professionals, business owners, families, and those planning for retirement organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tommy Lopez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tommy Lopez is the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. Tommy has been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch.
As a CFP® professional and fiduciary, Tommy now provides comprehensive financial planning, wealth management, and financial advice to a broader population. As an experienced financial advisor, his mission is to help build and manage wealth through comprehensive financial planning and education. Tommy has a history of serving busy professionals and families, current and future retirees, and business owners.
Education:
California State University, Fresno, Bachelor of Science, Finance
Designations:
- Certified Financial Planner™
- Chartered Retirement Planning CounselorSM
Tommy Lopez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Coffeehouse Capital is an independent fee-only registered investment advisory (RIA) firm providing financial planning and investment management services.
We are a fee-only firm and are held to the CFP® fiduciary standard, putting our client's interest first 100% of the time. I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology.
Financial Planning and Wealth Management Solutions include:
• Assessing and analyzing current financial and life goals
• Asset allocation review, education and portfolio strategies
• Cash flow and retirement planning
• Establishing and managing GOALs based financial plan and investment portfolios
• Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.)
• Inheritance management (loss of love ones)
• Reviewing and managing 401(k), 457(b), traditional retirement plans.
• Pre-retirement planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Busy Professionals
- Business Owners and Executives
- Growing Families
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Tommy Lopez is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Tommy Lopez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Tommy Lopez is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
-
Tommy Lopez is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Tommy Lopez is a Certified Digital Asset Advisor (CDAA)Certified Digital Asset Advisors are educated in both the traditional and digital financial world. Advisors go through in-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education. Financial advisors that have completed the CDAA course and passed the exam have demonstrated competency in understanding how digital assets work, the role they play, the risks that follow, and how they can fit into your financial picture.
Contact Tommy Lopez
Office Locations:
-
1221 Van Ness Avenue
Suite 407
Fresno, CA 93721
