Back to Search Favorites List

Paulo Lopes (CFP®, JD)

Paulo Lopes focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Woodmont Financial Partners helps clients in many different financial planning areas, including:

  • Comprehensive financial planning (hourly or flat fee)
  • Tax planning and multi-year strategy (including withholding and estimated taxes)
  • Retirement planning and distribution strategy
  • Social Security planning and timing decisions
  • Investment analysis and portfolio design for DIY investors
  • Asset allocation, tax-efficient investing, and rebalancing approach
  • Estate planning coordination (beneficiaries, trusts, POAs, planning questions to take to your attorney)
  • Small business planning (cash flow, entity and compensation questions in coordination with your CPA)
  • Real estate decision support where taxes and cash flow matter
  • Second opinions on major financial decisions

Additional Information

I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and founder of Woodmont Financial Partners. Clients often hire me when they want an objective second set of eyes and a plan they can implement with confidence. My work is tax-aware and decision-focused, especially for DIY investors, high earners, and business owners. I’m based in Arizona and work with clients across the country.

A common theme in my work is helping people become “work optional” by making smarter tax, retirement, and investment decisions.

NAPFA Start Date

June 14, 2024

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

1304 S 105th PL Unit 3121 Mesa, AZ 85209-3876 Phone: (301) 541-7447
View
Visit Website