Raquel Lopez, CFP®, is a Vice President and Financial Advisor at CAPTRUST, a position held since 2021, where they assist clients in planning and implementing financial strategies tailored to their unique journeys. Prior to CAPTRUST, Raquel served as a Wealth Advisor at Covenant Multifamily Offices from 2015 to 2021 and as Vice President of Investor Relations at Covenant Global Investors from 2004 to 2015. Raquel began their career at the Greater Oklahoma City Chamber, working in the member relations office. They earned a Bachelor’s Degree in Business Administration from Southern Nazarene University and hold the CERTIFIED FINANCIAL PLANNER™ designation. Raquel currently resides in San Antonio with their family and enjoys various activities, including watching sports and spending time at the beach.
Location
San Antonio, United States
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