Paulo Lopes, J.D.
Helping You Achieve Financial Success with Hourly Advice and Planning
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Serving Clients Nationwide
Helping You Achieve Financial Success with Hourly Advice and Planning
Areas of Focus
- Capital Gains
- Estate Planning
- Financial Life Planning
- Investing
- Owning a Business
- Retirement Planning
- Taxes
About Paulo Lopes, J.D.
Hi, I'm Paulo Lopes. Before becoming a financial planner, I spent years working as an attorney, often focused on improving transparency and accountability, including in areas that impacted financial markets. I found the work meaningful, but it was too far removed from helping individuals directly.For as long as I can remember, I’ve been the person friends and family turned to for financial guidance—whether it was how to invest, navigate their retirement plans, or understand what a parent’s will or trust actually meant. I helped translate the legal and financial jargon into something clear and actionable. That unofficial role gave me a front-row seat to the kinds of questions people really have and the peace of mind they’re looking for.
While working as an attorney, I discovered how confusing and costly our company’s retirement plan was. I cared deeply about fixing it, and after raising concerns, I was asked to join the retirement plan committee. I pushed for a simpler, lower-cost investment lineup that reflected how I personally invest—low fees, broad diversification, and no unnecessary complexity. The changes we made improved outcomes for hundreds of employees, and that experience showed me how powerful truly client-focused planning can be, not just for the people making decisions today, but for their families and future generations, who are often impacted by those choices.
So I took the next step. After completing financial planning coursework and passing industry exams, I founded Woodmont Financial Partners to bring that same level of care and clarity to the people I serve.
In my free time, I enjoy hiking, biking, playing the piano, baking sourdough bread, and spending time with my family.
Professional Designations
- Juris Doctor (J.D.)
Affiliations
-
Advice Only Network
- Fee Only Network
- Measure Twice Planners
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Mesa, AZ
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free, no obligation conversation. The purpose of this 30-minute intro call is to get to know each other and decide if there's mutual fit. I'll explain our process, answer your questions and I'll provide a personalized quote based on complexity and goals. There’s no sales pitch, just a genuine conversation. I look forward to speaking with you.About Woodmont Financial Partners LLC
Woodmont Financial Partners operates a bit differently from what most people expect in the financial industry. It’s structured more like a law firm, you simply pay for advice. We're an independent, fee only, hourly only RIA that always operates as a fiduciary, which means your interests always come first.I work with clients on retirement, investing, tax and estate planning strategies, and other important financial decisions. While we do not offer investment management, many clients come to us specifically for investment advice. I don’t sell products or earn commissions, just thoughtful, personalized advice designed with your best interest in mind. Our typical flat-fee planning costs range from $5,000–$15,000 depending on complexity. We provide hourly services for $385/hour for targeted or ongoing support.
Who We Serve
▪️ DIY Investors Seeking Expert Advice
▪️ Professionals & Pre-Retirees
▪️ Families & Couples
▪️ People Facing Life Transitions
Today, I work with people who might not be ready to retire yet, but want to know they could, or that they’re clearly on the path to getting there. People who like their work but value flexibility, freedom, and the option to walk away from a job that no longer serves them. I help them build smart, tax-efficient strategies and make confident decisions about retirement, investing, and estate planning, without the complexity or confusion.
If that sounds like what you’ve been looking for, let’s talk.
Education
American University, Juris Doctor (J.D.) | University of Texas at Austin, BBA, Finance
Hobbies and Interests
- Cycling
- Family
- Gardening
- Hiking
- Music
- Tennis
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- Dentists
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Investors
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Physicians
- Technology Professionals
- Young Families
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