Robert Lopez, CFP® FP Guidance

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About Robert Lopez, CFP®

FP Guidance is a fee-only firm dedicated to helping young professionals set and achieve their financial goals. We understand, life gets busy — especially when you’re just starting out. That’s why we cater our process according to you and your schedule because we want to make our services as accessible as possible, regardless of what you have on your plate. From the very beginning, we’ll map out an initial game plan to help you get an idea of the meetings you can expect when you work with us.

Through open, honest and transparent financial advice, we hope to give you back your initiative — your eagerness to learn and be involved in the process — because at the end of the day, you are the one who is ultimately in control of your financial future. Our role is to help you realize your potential so you can make that future as fruitful as possible.

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Ideal Clients

  • Cash Flow/Budgeting
  • Gen Y/Millennials
  • Graduate Degree
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options:

  • Monthly Fee: $100+/Month
  • Quarterly Fee: $400+/Quarter
  • Flat Fee: $200/Project

SEC Records:

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