Yerandy Lopez, CFP® Wealthshore Capital

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About Yerandy Lopez, CFP®

Yerandy Lopez is the founder and managing principal of Wealthshore Capital LLC. Recognizing a demand for a more comprehensive and proactive approach to wealth management, Yerandy founded WSC to provide a more thorough, clear and tailored approach to addressing the broad range of clients financial priorities.

In an industry laden with hidden costs, undisclosed incentives and other conflicts of interest, Yerandy brings a transparent, thoughtful and candid approach to the wealth management process.

In his off time, Yerandy and his significant other, Sue, enjoy biking, traveling with friends, exploring new recipes, and advancing positive growth within their communities.

Welcomed to Tampa in 1998, Yerandy continues to deepen his connection to the city, its local business and academic communities. Having attended the University of South Florida, he earned his Bachelor’s degree in Accounting. Garnering additional licenses, designations, experience and best practices as a career financial professional for three Fortune 100 firms over seven years before establishing Wealthshore Capital.

Yerandy manages the finances of individuals, families and business owners in Tampa, Florida, utilizing technologies to accommodate clients virtually all over the country. Instituting the latest technology and resources to create an ideal client experience, prioritizing meaningful personal relationships and delivering a level of service previously exclusive to the ultra-affluent in the financial services industry.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Hispanic
  • Retirement Planning

Ways Advisor Charges

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

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $350+/hr
  • Assets Under Management: 1.00%

SEC Records

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