The Team
CFO Wealth Management
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Our Advisors

Luis R Lopez III

Luis R Lopez III

Financial Advisor

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Contact

luis.lopez@ampf.com

713.260.5700

Designations

MBA

Top Areas of Focus

  • Investments
  • Insurance
  • Tax Planning Strategies

Education

AB Economics, Harvard University, Cambridge, MA, MBA, Mays Business School - Texas A&M University, College Station, TX

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Neil Rahimi

Neil Rahimi

Private Wealth Advisor

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Contact

neil.k.rahimi@ampf.com

713.260.1344

Designations

CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

The University of Texas at Austin

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Kalyani Sanghavi

Kalyani Sanghavi

Financial Advisor

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Contact

kalyani.t.sanghavi@ampf.com

713.260.1362

Designations

CFP®, CRPC®, CDFA®, APMA®

Top Areas of Focus

  • Divorce Financial Planning
  • Domestic Partner Planning
  • Retirement Planning Strategies

Education

BS in Physiology and Neurobiology - University of Maryland - College Park
CA Insurance #0H69097

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Jeffrey Chen

Jeffrey Chen

Financial Advisor

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Contact

jeffrey.x.chen@ampf.com

713.260.1350

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

MS Master of Science, Chemical Engineering, Rice University, Houston, TX, BS Bachelor of Science, Chemical Engineering, University of Washington, Seattle, WA

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Our Staff

Dreamer White

Dreamer White

Operations Leader
Ashley Laird

Ashley Laird

Registered Client Service Associate