About Tommy Lopez, CFP®, CRPC®
Welcome to Coffeehouse Capital!
I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch.
As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population.
With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners.
I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM
I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology.
Areas of experience include:
529 College Education Planning
Assessing and analyzing current financial and life goals
Asset allocation review, education and strategies
Cash flow and retirement planning
Creating and managing GOALs based financial plans
Creating and managing GOALs based investment portfolios
Digital asset education
Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.)
Loss of loved ones
Ongoing financial plan and investment monitoring
Organizing for Financial wellness
Reviewing and managing 401(k), 457 (b)s and traditional retirement plans
It all starts with a conversation, let’s connect!