Albert L. Lopez CFP®, CEPA® 

Albert has been working in the field of financial management since 1998. He graduated from Texas A&M University with an Engineering degree and was a member of the Corps of Cadets for four years. He was selected to serve in the Governor’s Honor Guard, Sul Ross Volunteers. In 2005, Albert obtained the  distinguished CERTIFIED FINANCIAL PLANNER® certification. In 2025, Albert also became a Certified Exit Planning Advisor (CEPA) with the Exit Planning Institute.

After a successful career at Merrill Lynch, Albert decided to integrate his experience in financial management and owning a small business to start his own financial practice. His main goal is to provide clients personalized service and independent advice. 

In 2024, Albert was named to LPL's Ambassador Council Program. The Ambassador Council serves as a voice for LPL’s broader advisor base and helps deepen relationships with a diverse cross-section of highly dedicated financial professionals. Albert is also a proud member of the Knights of Columbus Council 12040.  

Albert is married to Marcy since 1994, and they have four children named Aria, Azrael, Abram and Arman. His hobbies include spending quality time with his family, reading, hunting, fishing and continuous improvement in his chosen craft.

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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.