How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Tony Lopez
Financial Advisor
630-481-7291
Tony Lopez has been in the financial field since 1985. He obtained his FINRA series 7 and 63 registrations in 1986. He later obtained his FINRA series 24 and series 65 registrations in later years. He started as a broker trainee at a small regional firm in Florida. In 1990 he moved back to Chicago and joined IDS-American Express Financial Services which later became Ameriprise Financial Services. There, he was recognized as a Silver Team Financial Advisor and held the role of Training Manager, instructing new advisors while still actively working as a financial advisor.
In 1995 he joined Merrill Lynch. In 1996, Tony ventured out on his own and became an independent Financial Advisor allowing him to provide his clients with a broader more diverse universe of products and services as well as the ability to collaborate with other professional advisors. By collaborating with accountants, estate planning attorneys, mortgage bankers and other financial professionals Tony is equipped to handle a wide variety of client needs creating a one stop resource. Currently Tony serves his clients investment needs through Cetera Advisor Networks. He also utilizes the products and services of a multitude of financial and Insurance providers.
Tony believes in being actively involved in the community through charitable – Not- for-profit organizations. He has served as a board Member of the YMCA of Metropolitan Chicago where he was the catalyst for the building of a new YMCA in the Pilsen-Little Village neighborhood resulting in the opening of the Rauner Family YMCA in 2005. He has held positions with many other not-for-profit organizations in and around the Chicagoland area such as the FBICCAAA. Tony co-founded the Darien Swarm, a sports program for children from ages 5-14 offering football, cheerleading, baseball, softball and soccer.
Tony emigrated from Cuba to Miami in 1967. He came to Chicago with his family in 1968. Proud of his Chicago roots, he could no longer take the cold and moved to Florida in 1985. After the passing of his dad, he moved back to Chicago in 1989 to take care of his Mom. He is married to Beth. They have 6 children and their extended family includes daughter-in-laws, a son-in-law, and an ever-increasing number grandchildren. They reside in the western suburbs of Chicago.