Carlos Lopez

Portfolio Manager-Equities at

Creative Planning LLC

Consumer Services

Finance

Profile

Mr. Carlos J.
Lopez is a Managing Director & Partner at Creative Planning LLC.
He works directly with clients to develop and implement comprehensive financial plans to address their goals and complex financial needs.
He has been in the financial planning and investment industry for nearly three decades.
He received a Bachelor of Science degree in Business Finance and earned his Master of Business Administration from Westminster College in Salt Lake City.

Carlos Lopez active positions

Companies	Position	Start
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Equities	01/07/2014

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Linked companies

Private companies	3
University of Phoenix University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Westminster College (Utah) Westminster College (Utah) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance