Gregory Lopez
CLU®, CFP®, CEPA

Financial Advisor
About Gregory
Gregory Lopez is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) with Marcum Wealth. Over the past 18 years, Gregory has helped his clients identify their financial goals and objectives, and has built financial plans to assist them on the path to success, including life insurance, executive benefits, asset protection, charitable planning and investment and retirement planning.
Community Involvement
- Board Member of The Music Settlement