Nathan Lopes
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Nathan Lopes Email & Phone Number

Financial Representative at WestPac Wealth Partners
Location: Clermont, Florida, United States 3 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Representative
Location
Clermont, Florida, United States
Company size

Who is Nathan Lopes? Overview

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Quick answer

Nathan Lopes is listed as Financial Representative at WestPac Wealth Partners, a with 246 employees, based in Clermont, Florida, United States. AeroLeads shows a matched LinkedIn profile for Nathan Lopes.

Nathan Lopes previously worked as Delivery Coordinator at Upper Crust. Nathan Lopes holds Bachelor Of Business Administration - Bba, Finance, General, Alum from Chapman University.

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Email format at WestPac Wealth Partners

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WestPac Wealth Partners

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Profile bio

About Nathan Lopes

I strive to revolutionize how people approach their finances by acting as a financial quarterback, coordinating with clients' professionals to optimize their balance sheet. Growing up in the Bay Area with Brazilian parents, I developed a love for soccer and the beach, leading me to study Business with a focus on Finance and Real Estate at Chapman University. My career began with two internships at WestPac, where I now work full-time as a Financial Representative. I serve a diverse range of clients and welcome engagements from coachable and motivated individuals ready to take control of their financial future. Connect with me at Nathan.lopes@westpacwealth.com./COMPLIANCE:2024-3789/

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Nathan Lopes's current company

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WestPac Wealth Partners
Westpac Wealth Partners
Financial Representative
la jolla, california, united states
Website
Employees
246
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3 roles

Nathan Lopes work experience

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Financial Representative

Current

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4145720. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Jun 2022 - Present

Delivery Coordinator

Upper Crust

San Rafael, California, United States

Effectively delivered Upper Crust pies to customers on a time-sensitive basisSkills gained o Time managemento Effective communicating with clientso Real-time problem-solving in a dynamic environmento Delivered merchandise on time to clients with excellent customer service

Jun 2017 - Aug 2019
Team & coworkers

Colleagues at WestPac Wealth Partners

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1 education record

Nathan Lopes education

FAQ

Frequently asked questions about Nathan Lopes

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What company does Nathan Lopes work for?

Nathan Lopes works for WestPac Wealth Partners.

What is Nathan Lopes's role at WestPac Wealth Partners?

Nathan Lopes is listed as Financial Representative at WestPac Wealth Partners.

Where is Nathan Lopes based?

Nathan Lopes is based in Clermont, Florida, United States while working with WestPac Wealth Partners.

What companies has Nathan Lopes worked for?

Nathan Lopes has worked for Westpac Wealth Partners and Upper Crust.

Who are Nathan Lopes's colleagues at WestPac Wealth Partners?

Nathan Lopes's colleagues at WestPac Wealth Partners include Parker Caul, Norman Aquino, Lilly Matthews, Katie Hara, and Chris Schweihs.

How can I contact Nathan Lopes?

You can use AeroLeads to view verified contact signals for Nathan Lopes at WestPac Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Nathan Lopes attend?

Nathan Lopes holds Bachelor Of Business Administration - Bba, Finance, General, Alum from Chapman University.

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