Nicholas Lopez

Nicholas Lopez is an experienced retirement planner currently working at Retirement Planners of America since April 2023. Prior to this role, Nicholas served as an Investment Counselor at Fisher Investments from September 2021 to April 2023 and as a Private Client Banker at JPMorgan Chase & Co. from April 2019 to September 2021, where responsibilities included managing a portfolio of 250 high net worth clients. Earlier experience includes positions such as Licensed Banker at Citizens Bank and Licensed Agent at New York Life Insurance Company. Nicholas also held various roles in management and coordination, including as an Administrative Assistant at Family Continuity, Assistant Manager at the Department of Conservation and Recreation, Aquatics Coordinator at Merrimack Valley YMCA, and Lifeguard at Higgins State Pool. Nicholas holds a Bachelor of Business Administration from the University of Massachusetts Lowell and an Associate's degree in Business Administration from Middlesex Community College.