Advisor at Truvize Financial Planning
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Firm
Truvize Financial Planning
Location
El Paso, TX 79936
Credentials
Series 63, Series 65
Industry experience
15 years
Jonathan Lopez is a financial advisor with Truvize Financial Planning in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at LPL Financial, Securities America, and CETERA Advisor Networks. He serves on the board of the local chapter of the Fellowship of Christian Athletes. Truvize Financial Planning serves individuals, including high-net-worth and high-income earners, as well as pension and profit-sharing plans and certain broker-dealer customers. The firm provides portfolio management, tiered financial planning, and pension consulting, using individualized Investment Policy Statements and a long-term trading approach grounded in fundamental analysis and modern portfolio theory.
Based on Truvize Financial Planning
Based on Truvize Financial Planning
$0+: 0.35% up to 1.00% (Portfolio Management) $0+: 0.40% up to 1.00% (Pension Consulting)
Fee-only: Fixed fees for financial planning: $750 for 90 Minute Plan; $3,000 to $18,000 for Truvize Financial Plan; $5,500 to $18,000 annually for Ongoing Planning
11323 Rojas Dr Ste A3
El Paso, TX 79936
Texas
Truvize Financial Planning Llc
2024 - Present (2 years)
LPL Financial, llc
2019 - 2024 (5 years)
Securities America
2017 - 2019 (2 years)
CETERA Advisor Networks LLC
2015 - 2017 (2 years)
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Insurance agent
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Is not active or affiliated with:
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Real estate agent
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Other specialized services
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