Chris A. Lopez, CFP®, is a seasoned financial professional currently serving as the Vice President Wealth Planner at Fidelity Investments. They previously held roles such as Vice President Financial Consultant at Charles Schwab and Senior Financial Consultant at TD Ameritrade. Prior to these positions, Chris was the President/CEO of C & S Premier Insurance Agency, LLC, and worked as a Financial Consultant at A.G. Edwards & Sons, Inc. Chris earned a Bachelor of Arts in Economics from the University of California, San Diego, and completed a program in Personal Financial Planning at UCLA Extension.
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