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Marcos Lopez, CFP®, RICP®, EA

Marcos Lopez, CFP®, RICP®, EA


I have 18 years of experience in banking and the financial industry, most of it in Europe. This experience provided me with insight into the 2008 financial crisis and a unique perspective of the global markets. I transitioned to Brookline, MA with my family in 2014, and have since become rooted in our school and community. 

I use my deep understanding of clients to help them reach their goals. My approach helps make complex financial concepts and strategies clear and simple.

My belief is that everybody can succeed with a clear understanding of what they want, if they spend accordingly, and stick to a plan to do things in order. The plan is like a GPS, and like that GPS, it needs to be updated when there’s a new exit on the highway, and that's okay.


Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA Insurance License #0K64287; FL Insurance License #W254808. Not practicing Enrolled Agent for Guardian or its subsidiaries or affiliates.