Gregory Lopez

CLU®, CFP®, AEP®, CEPA

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Gregory Lopez

Financial Advisor

About Gregory

Gregory Lopez is a Financial Advisor for Marcum Wealth. With over 20 years of experience in financial services, Greg’s focus is helping clients with wealth management, financial planning, life insurance, and estate planning. 

Community Involvement

  • Board Member of The Music Settlement

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth and Marcum Insurance Services are separate from Valmark Securities, Inc.

Broker Check

Practice Focus

Life Insurance
Retirement Planning
Financial Planning
Business Succession Planning

Education and Certifications

John Carroll University
Chartered Life Underwriter® (CLU®)
Certified Financial Planner™ (CFP®)
Accredited Estate Planner (AEP®)
Certified Exit Planning Advisor (CEPA)