Gregory Lopez

CLU®, CFP®, CEPA

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Gregory Lopez

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

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth and Marcum Insurance Services are separate from Valmark Securities, Inc.

Broker Check

Practice Focus

Life Insurance
Retirement Planning
Financial Planning
Business Succession Planning

Education and Certifications

John Carroll University
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®)
Certified Exit Planning Advisor (CEPA)