Jared Lopez, CFA
Portfolio Manager
Orange County, California
Orange County, California Office
-
Jared Lopez is a Portfolio Manager with EP Wealth Advisors and has over 10 years of professional experience in the investment industry.
-
Before EP Wealth, Jared was a Portfolio Manager at First Bank where he was responsible for managing investment and fiduciary accounts as well as advising clients in asset allocation and investment options. Jared also served on the investment committee, where he contributed to the firms best thinking on investments for client portfolios. Jared is a Chartered Financial Analyst and is also a member of the CFA Society of Orange County.
-
He is a graduate of the University of Nevada Reno with a Bachelor of Science degree in Finance. To further his education, Jared received his MBA at UCLA Anderson School of Management in Los Angeles, California with specializations in finance and real estate.
-
Outside of work, Jared can be found outdoors playing golf or going on hikes throughout Orange County
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...