Robert Lopez, CFP® Your Financial Pharmacist

About Robert Lopez, CFP®

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom.

Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stress.

In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads.

In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

In 2020, Robert Lopez, CFP® (that’s me!), joined the firm as Lead Planner. Before joining the team, he helped healthcare professionals get a handle on their student loans while running his fee-only financial planning firm, FP Guidance, based in Phoenix, AZ.

Contact this advisor

Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Pharmacists
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $289+/mo
  • Quarterly Fee: $867+/qtr
  • Flat Fee: $3,468+/engagement
  • Hourly Fee: $150+/hr
  • AUM: 1.00%

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