Lorenzo Sanchez Lopez (Certified Student Loan Professional, CFP®, CPA, EA, MBA)
Lorenzo Sanchez Lopez focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
Comprehensive Financial Planning Tax Planning & Tax-Efficient Strategies Investment Management & Portfolio Administration High-Net-Worth Planning Retirement Planning Business Owner & Entrepreneur Planning Executive & Professional Planning Charitable Giving & Philanthropic Planning Trust & Estate Planning Coordination Education Planning Cash Flow & Financial Organization Long-Term Wealth StrategyAdditional Information
Pathview Wealth Advisors provides fee-only, fiduciary advice through a collaborative, team-based model that integrates financial planning, investment management, and tax planning. Our advisors work closely with in-house CPAs to deliver coordinated strategies designed to improve clarity, efficiency, and long-term outcomes for our clients.NAPFA Start Date
June 18, 2014
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identifying a potential advisor for their review and consideration. The appearance of an
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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
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