Marcos Lopez, CFP®, RICP®, EA

Retirement Planning and Investment Management for Medical Professionals

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Longwood Wealth Management Marcos Lopez, CFP®, RICP®, EA
Brookline, MA

Serving Clients Nationwide

Retirement Planning and Investment Management for Medical Professionals

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Areas of Focus

  • Investment Management
  • Retirement Planning
  • Tax-Smart Accumulation Planning

About Me

Hi, I'm Marcos Lopez, a Certified Financial Planner at Longwood Wealth Management.

While in Law School in Sevilla, Spain I realized that my passion was in finance. I finished school and worked as a lawyer for 6 months before moving to Caixabank, a leading bank in Spain. That provided me with my first exposure to a financial crisis (we were in the middle of the Tech bubble of 2000-2002). I worked there for 13 years. In that time I married my wife and my two kids were born before we decided to move in 2014 to Brookline, MA, where she's from.

I always enjoy being the go-to person that knows what to do when it comes to money, so I committed myself to getting educated on all things related to financial planning for retirement. In that journey, I obtained the CERTIFIED FINANCIAL PLANNER™ ("CFP®") designation, the Retirement Income Certified Professional® ("RICP®") designation and the Enrolled Agent ("EA") license.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Enrolled Agent (EA)
  • Retirement Income Certified Professional (RICP)

Primary Location

425 Clinton Road, Brookline, MA 02445

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Longwood Wealth Management, we specialize in providing retirement planning and investment management for medical professionals.

Our Services

✔️ Financial Planning: Organize your finances with a thorough review what you are doing well and how you could do better.

✔️ Investment Management: Your wealth accumulation strategy aligned with your financial plan. Help protect yourself and your practice.

✔️ Tax Planning: Adjust your financial plan and investments to minimize taxes.

✔️ Monitoring: Ongoing planning and on-demand advice on all aspects of your personal finances.

✔️ Personal Financial Portal: You will have access to Wealthvision/eMoney, a dashboard that allows you to see all of your accounts in one place.

Why Choose an Advisor that Specializes in Working with Medical Professionals?

1. You'll save time, we already know a lot about you before we meet: salary, benefits, your training, common challenges, etc.

2. We've been vetted by Mass General Physician Organization as one of their advisors for their Financial Planning Program.

3. You'll be working with someone who works with people like you.

4. We understand disability insurance, student loans (PSLF), physician loans and tax mitigation and asset protection techniques.

How We're Different

We collaborate with the Latino Surgical Society providing financial education for its members.

We're credentialed: In addition to having relevant education, professional and academic experience, we have obtained industry designations focused on tax-efficient financial planning & investment management.

Education

University of Michigan, Masters in Political Science, Political Science and Government | Universidad de Sevilla, Bachelor of Law, Law

Who We Serve

  • Gen X
  • Gen Y / Millennials
  • Physicians

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