Antonio A. Lopez Email and Phone Number
Antonio A. Lopez work email
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Antonio A. Lopez personal email
As an experienced Independent Financial Advisor and Fiduciary, I specialize in providing tailored Retirement Planning solutions for attorneys and business owners. With over 18 years of licensed experience, I help clients navigate and optimize 401k Profit Sharing and Cash Balance Plans to secure their financial future.My expertise includes:Comprehensive Retirement Planning- 401k Profit Sharing and Cash Balance Plans- Investment Portfolio Management- Wealth Growth and Preservation- Generational Legacy PlanningI hold an Executive Master's in Finance from the Zicklin School of Business, City University of New York-Baruch College. My strong finance background and commitment to acting as a fiduciary ensure that your best interests are always my top priority.If you're an attorney or business owner looking to optimize your retirement strategy and pursue financial success, let's connect. Together, we can create a customized plan to help you reach your retirement goals.Office located at2332 Galiano St, 2nd FloorCoral Gables, FL 33134Affiliated with Wilde Wealth ManagementSecurities and advisory services offered through Cetera Advisors, LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.
Triumph Wealth Management, Llc
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Senior Financial Advisor, President At Triumph Wealth ManagementTriumph Wealth Management, Llc Feb 2023 - PresentCoral Gables, Florida, UsFiduciary Financial Advisor specializing in Retirement Planning for attorneys and business owners with 401(k), Profit Sharing, and Cash Balance Plans. With 18 years of experience, I excel in:Designing and optimizing retirement plansWealth growth and preservation strategiesCustomizing 401(k) and Cash Balance Plan solutionsMy expertise stems from extensive work with diverse clients, including individuals, business owners, retirees, and financial institutions. Executive Masters in Finance from CUNY Baruch College - Zicklin School of Business.
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Financial AdvisorEdward Jones Feb 2019 - Jan 2023St. Louis, Mo, Us -
Regional Vice PresidentIvy Investments Nov 2016 - Nov 2018Overland Park, Ks, Us -
Regional Vice President, Emerging Market SpecialistMirae Asset Global Investments Mar 2013 - Sep 2016Seoul, Kr-Consult advisors across all channels on Emerging Market investments.-Utilize Mirae Asset's expertise as one of the largest asset managers out of Asia and one of the biggest investors in the Emerging Market asset class.-Provide ideas and support to help grow and sustain an advisor's practice by speaking about the short and long term benefits of investing in the Emerging Markets. -
Sales Consultant/Product SpecialistNew York Life/Mainstay Investments Aug 2009 - Mar 2013New York, New York, Us- Working alongside our institutional portfolio managers and specialist to bring in large asset allocation business.- Support wire-house and independent partners through designated territories in the Mid-Atlantic and Southwest.- As a fund specialist, train new consultants and VPs on the investment philosophy and process of those portfolios.- Constructed retirement models to supplement clients’ personal targets.- Analyze varying investment strategies and portfolios that advisors can use in meeting clients’ investment objectives, while using product mgmt team members and competitive intelligence research.- In 2011, our goal was achieved by a wide margin. This was built on the success of our 2010 business plan. We doubled the number of million dollar producers and new producers for two years consecutively. By 2010 year-end, we surpassed 110% of goal. -
Internal WholesalerAig Financial Products Dec 2007 - Jun 2009- Developed and maintained relationships with wirehouse brokers and financial advisors of affiliated & non-affiliated broker/dealers.- Analyzed outside mutual funds to assess our own strengths and weaknesses, and use them to our advantage when speaking with clients.- Increased knowledge of portfolio management with such investment vehicles as alternative strategy funds, fixed income, and equities funds.- Created and implemented mutual fund marketing campaigns aimed at brokers to achieve company forecasts.Provided brokers with sales ideas and marketing materials that are specific to their clients’ goals, and created detailed fund illustrations and proposals to enhance a broker’s presentation thereby generating growth.- Assisted team member in managing forecasts to achieve sales goals within the top three territories of the firm achieving greater market share.
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Personal Licensed BankerJpmorgan Chase May 2006 - Oct 2007New York, Ny, Us- Applied sales skills to provide clients with a wide spectrum of products resulting in increased revenue and surpassing company monthly targets.- Utilized my Spanish speaking skills to penetrate the Latino market, find new prospects, close sales, and gain referrals.- Interacted with clients to assess their financial needs and cross-sell appropriate investments and/or banking services to weather volatile financial times and strive during growing markets thereby maintaining customer focus..- Constructed various retirement models to supplement clients personal targets.- Exceeded new account levels by 15% each of my last 12 months, brining in an average $90,000 per week from 401(k) rollovers, pensions, and outside assets from other financial institutions. - Trained and mentored new bankers with skills, advise and hands on approach to enter the finance industry and embrace a team concept approach. -
Finance Operations Summer InternCiti Group May 2004 - Aug 2004New York, New York, Us- Reported to upper management on accuracy and quality of client accounts to maintain financial stability. - Commissioned processes to create efficiencies and eliminate potential errors in the branches’ client accounts ensuring errorless audits.
Antonio A. Lopez Skills
Antonio A. Lopez Education Details
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Baruch CollegeFinance -
New York UniversityInternational Business And Finance
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New Jersey Institute Of TechnologyBachelor'S Of Science
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Stevens Institute Of TechnologyBachelor'S Of Science
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Bergen Catholic High School
Frequently Asked Questions about Antonio A. Lopez
What company does Antonio A. Lopez work for?
Antonio A. Lopez works for Triumph Wealth Management, Llc
What is Antonio A. Lopez's role at the current company?
Antonio A. Lopez's current role is Senior Financial Advisor , focusing on 401k investors, Business Owners & Attorneys.
What is Antonio A. Lopez's email address?
Antonio A. Lopez's email address is an****@****nes.com
What schools did Antonio A. Lopez attend?
Antonio A. Lopez attended Baruch College, New York University, New Jersey Institute Of Technology, Stevens Institute Of Technology, Bergen Catholic High School.
What are some of Antonio A. Lopez's interests?
Antonio A. Lopez has interest in Children, Economic Empowerment, Politics, Environment, Education, Science And Technology, Human Rights, Animal Welfare, Arts And Culture, Health.
What skills is Antonio A. Lopez known for?
Antonio A. Lopez has skills like Alternative Investments, Financial Advisory, Series 63, Portfolio Optimization, Banking, Fixed Income, Portfolio Review, Fiduciary Services, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management.
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