Buildings

Roger Lopez

Wealth Advisor
Education and Credentials
California State University, Northridge
Book a Complimentary Consultation

As part of SteelPeak’s Wealth Advisor team, Roger is driven to help clients successfully plan for the future. His areas of expertise include financial planning, retirement planning and investment management. Roger graduated from California State University, Northridge earning a bachelor’s in Finance, with a concentration in Financial Analysis. He currently holds a Series 65 License.

Roger is committed to developing meaningful relationships with clients by formulating specific financial solutions for every individual’s unique situation. A key factor in Roger’s approach is mitigating risk in the overall portfolio to optimize returns. He strives to continuously grow professionally and expand his knowledge in the financial markets.

During his free time, Roger enjoys exploring the outdoors, playing tennis, as well as traveling to San Diego to visit his family.

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Schedule a Meeting with
Roger
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

Nicolo Gori
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Jordan Thatcher
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Pete Alliegro, CFA
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Lexi Shaheri
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Kingsley Choi
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Mike Janis
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Joshua Fein
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Maz Esmailbeigi AIF®, CFS®, CAS®
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John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
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Teddy Weber, CPA
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Justin Iskander, CPA
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Jim Bray, CFP®
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James Cotton
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Amalia Uribe
Human Resources Manager
James Cordle
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Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Lisa Tashtchian
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Victoria Harding
Corporate Development Analyst
Chris Shelburne
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Daisy Stinson
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Morten Roness, MBA
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Tyler Resh
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