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Nicholas Lopez

Certification(s)

CRPC®, Series 65

Family

Born in California, grew up in Boston, MA, and now is a Dallas, TX transplant. Father of two girls and enjoys spending most of his downtime being out and about with them, exploring new areas in DFW and also enjoys watching basketball when time allows. Nick speaks English and Spanish fluently.

Business Philosophy

RPOA’s core values resonate with Nick, however Integrity and honesty are ones he holds especially dear. He believes in valuing people over dollars.

Education

Bachelors in business management from University of Massachusetts Lowell 

Business Experience

Nick has developed his work ethic, beginning at 10 years old, working with his father in his painting and construction company, on the weekends and summers. He started off picking trash around the job site and worked his way to other parts of the business.

Nick started out in the financial industry at New York Life as an agent. He then worked for Citizen’s Bank, a large regional bank on the east coast, doing banking, lending, and wealth management. Nick then went to work for J.P. Morgan Chase, again doing banking, lending, and wealth management. Before coming to RPOA, Nick worked for Fisher Investments as an advisor.