Carlos Lopez

Gestor de Cartera-Acciones en

Creative Planning LLC

Consumer Services

Finance

Perfil

Mr. Carlos J.
Lopez is a Managing Director & Partner at Creative Planning LLC.
He works directly with clients to develop and implement comprehensive financial plans to address their goals and complex financial needs.
He has been in the financial planning and investment industry for nearly three decades.
He received a Bachelor of Science degree in Business Finance and earned his Master of Business Administration from Westminster College in Salt Lake City.

Cargos activos de Carlos Lopez

Empresas	Cargo	Inicio
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Gestor de Cartera-Acciones	01/07/2014

Todos los cargos activos de Carlos Lopez

Formación de Carlos Lopez.

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Carlos Lopez.

Relaciones

Relaciones de 1er grado

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas	3
University of Phoenix University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Westminster College (Utah) Westminster College (Utah) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance