Nathan Lopes Email and Phone Number
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/
Westpac Wealth Partners
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Financial RepresentativeWestpac Wealth Partners Jun 2022 - PresentFinancial 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. -
Financial RepresentativeWestpac Wealth Partners Jun 2021 - Aug 2021Portland, Oregon, United States -
Delivery CoordinatorUpper Crust Jun 2017 - Aug 2019San Rafael, California, United StatesEffectively 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
Nathan Lopes Education Details
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Alum
Frequently Asked Questions about Nathan Lopes
What company does Nathan Lopes work for?
Nathan Lopes works for Westpac Wealth Partners
What is Nathan Lopes's role at the current company?
Nathan Lopes's current role is Financial Representative at WestPac Wealth Partners.
What schools did Nathan Lopes attend?
Nathan Lopes attended Chapman University.
Who are Nathan Lopes's colleagues?
Nathan Lopes's colleagues are Slavica King (Vuckovic), Jalyn Lupo, Kimberly Smith, Shannon Miller, Ken Ghahremani, Kody Gorden, Doan Nguyen.
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Nathan Lopes
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Nathan Lopes
North Carolina State University Graduate In Sports Management Student Searching For An Opportunity To Innovate And Excel In The Sports IndustryRaleigh, Nc
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