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

5 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

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

About Marcos Lopez, CFP®, RICP®, EA

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 Longwood Wealth Management

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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Solid professional

✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
Marcos is responsive, knowledgeable, sensitive, professional, and gives advice that considers both relative risk and reward. I highly recommend Marcos.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This statement is a testimonial by a client of the financial professional as of 11/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Avatar for Yani Dickens
Yani Dickens

Highly recommend!

✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
We have worked with Marcos for a few years now. Marcos is always responsive and offers excellent financial advice. He has a broad base of knowledge and familiarity with the medical profession. He always takes the time to elicit and answer our questions thoroughly. We appreciate his help with investments, retirement planning, and protection. He listens carefully to our priorities, and we feel confident he has our best interests in mind!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This statement is a testimonial by a client of the financial professional as of 12/09/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Avatar for Hannah
Hannah

Outstanding advisor! Highly recommend

✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
I started working with Marcos when I was in residency and newly married and he was so helpful. He has spent countless sessions providing concrete, easily understood education on how to set ourselves up for success financially. He helped with setting up disability and life insurance policies, managing our retirement funds, purchasing our home, setting up 529 college funds for our children, and maximizing our savings. Marcos is extremely accessible and responsive - whatever small or large question comes up, he is quick to respond and set up a call if needed. He is patient, customizes his education and advice to our current circumstances, and I always feel like he has our best interests at heart. I'm so grateful we found him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This statement is a testimonial by a client of the financial professional as of 01/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Avatar for Tina
Tina

If you want to retire early, use Marcos

✅ Wealthtender Certified Advisor Review™
Feb 19, 2025
I am a physician and have been investing with Marcos starting in training. Marcos has been great for educating us on WHY we need to do certain strategies, and conversely, WHY NOT to do others. He always keeps our top financial goals as the guiding principles of how we invest (which for us is retiring early). He is always available and responsive. I feel very fortunate to have met and trusted him from the beginning as we are in a very good financial situation. Thank you Marcos!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This statement is a testimonial by a client of the financial professional as of 02/02/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Avatar for L Beffa
L Beffa

Knowledgeable and flexible

✅ Wealthtender Certified Advisor Review™
Nov 18, 2024
Marcos and I have worked for about 7 years now. He helped me transition from my medical training days to now being a full fledged attending physician. Our monetary goals have changed overtime, and he has been able to marry my personal philosophies with the best financial decisions from a mathematical perspective. It is a plus that he speaks Spanish, as it is my first language. Would recommend to anyone in the medical field looking to build wealth as you transition into attending level jobs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This statement is a testimonial by a client of the financial professional as of 11/26/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Avatar for Samih J Nassif
Samih J Nassif