Yerandy Lopez (CFP®)

Yerandy Lopez focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Yerandy Lopez, CFP® is the founder and managing principal of Wealthshore Capital LLC (WSC).

Recognizing a demand for a more comprehensive and proactive approach to the wealth management process, Yerandy founded WSC to provide a more thorough, clear and tailored approach to addressing the broad range of clients financial priorities.

Yerandy brings a transparent, thoughtful and candid approach to the wealth management process on behalf of his clients.

Additional Information

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 several 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.

NAPFA Start Date

January 08, 2021

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This Office

400 N Ashley Dr Tampa, FL 33602-4300 Phone: (813) 384-0717