Paulo Lopes, CFP®, JD
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
- Business Owners
- Retirement Planning
- Taxes
About Paulo Lopes, CFP®, JD
Hi, I’m Paulo Lopes. Before becoming a CERTIFIED FINANCIAL PLANNER® professional, I spent years working as an attorney, often focused on improving transparency and accountability, including in areas that affected 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 that meant talking through how to invest, make sense of a retirement plan, or understand what a parent’s will or trust actually meant. I helped translate 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 are 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 reinforced how powerful thoughtful, client-focused planning can be for the people making decisions today and for the families those decisions affect.
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, clarity, and practical advice 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
- CERTIFIED FINANCIAL PLANNER ®
- Juris Doctor (J.D.)
Affiliations
- Advice Only Network
- Fee Only Network
- Measure Twice Planners
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Mesa, AZ
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- 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 whether there is a mutual fit. I’ll explain the process, answer your questions, and provide a personalized quote based on your goals and complexity. 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 many people expect in the financial industry. It is structured more like a law firm: you simply pay for advice. We are an independent, fee-only Registered Investment Advisor that provides advice on an hourly and flat-fee basis and always acts as a fiduciary, which means your interests come first.I work with clients on retirement planning, investment advice, tax planning, estate planning, equity compensation, and other important financial decisions. Although we do not provide investment management, many clients come to us specifically for investment guidance, stock options and RSU planning, and a second opinion on their portfolio. I do not sell products or earn commissions, just thoughtful, personalized advice designed around your goals and best interests. Comprehensive financial planning engagements are typically priced between $5,000 and $15,000, depending on scope and complexity. Hourly financial planning is also available at $375 per hour for targeted questions or ongoing support.
Who We Serve
▪️ DIY Investors Seeking Expert Advice
▪️ Professionals with Stock Options, RSUs, or Other Equity Compensation
▪️ Families & Couples Facing Major Financial Decisions
▪️ People Navigating Life Transitions, Such as Career Changes, Inheritance, or Retirement
Today, I work with people who may not be ready to retire yet, but want to know they could, or that they are clearly on the path to getting there. They often like their work, but value flexibility, freedom, and the option to walk away from a job that is no longer a good fit. I help them build smart, tax-efficient strategies and make confident decisions about retirement, investing, estate planning, and equity compensation, without unnecessary 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
- Yoga
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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