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Our financial advice team


Luis R Lopez, Associate Advisor serving the Houston, TX area - Ameriprise Advisors

Luis R Lopez

MBA, CRPC, APMA

Associate Advisor

CFO Wealth Management
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

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

Awards & recognition

  • CFO Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • CFO Wealth Management, Ameriprise Client Experience Award, 2020-2021