Tommy Lopez, CFP®, CRPC®

Brewing Financial Independence, One Financial Plan at a Time

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Coffeehouse Capital Tommy Lopez, CFP®, CRPC®
Fresno, CA

Serving Clients Nationwide

Brewing Financial Independence, One Financial Plan at a Time

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Tommy Lopez. I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch.

As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. As an experienced financial advisor, my mission is to help build and manage wealth through comprehensive financial planning and education. I have a history of serving busy professionals and families, current and future retirees and business owners.

I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor.

Professional Designations

  • Certified Digital Asset Advisor (CDAA)
  • Chartered Retirement Planning Counselor (CRPC)


  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

8050 N. Palm Ave., Suite 300, Fresno, CA 93711

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a 30-minute meeting to discuss what you're looking for, my process, and explore whether my services will be a good fit for your needs. There's no cost for a discovery meeting and our discussion is confidential. I look forward to speaking with you.

Offers Investment Management


About our Firm

Coffeehouse Capital is an independent fee-only registered investment advisory (RIA) firm providing financial planning and investment management services.

We are a fee-only firm and are held to the CFP® fiduciary standard, putting our client's interest first 100% of the time. I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology.

Financial Planning and Wealth Management Solutions include:

✅ Assessing and analyzing current financial and life goals

✅ Asset allocation review, education and portfolio strategies

✅ Cash flow and retirement planning

✅ Establishing and managing GOALs based financial plan and investment portfolios

✅ Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.)

✅ Inheritance management (loss of love ones)

✅ Reviewing and managing 401(k), 457(b), traditional retirement plans.

✅ Pre-retirement planning


California State University, Fresno Bachelor of Science - BS, Finance

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Crypto Investors
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.