Jonathan Lopez Email & Phone Number
President @ Concord Wealth Partners
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Jonathan Lopez Location
- Abingdon, VA, US
Jonathan Lopez Work
- 1986 -now President @
Jonathan Lopez Education
- Concord University 1981-1986
- The American College of Financial Services
Jonathan Lopez Skills
- Certified Financial Planner
- Wealth Management
- Investment Advisory
- Retirement Planning
- Portfolio Management
- Investment Strategies
- Asset Allocation
- Life Insurance
- Risk Management
- Small Business
- Employee Benefits
- Long Term Care Insurance
- Disability Insurance
- Investments
- Mutual Funds
- Asset Management
- Retirement
- Financial Analysis
- Equities
- Limited Partnerships
- Alternative Investments
- Series 7
- Series 24
- Fixed Annuities
Jonathan Lopez Summary
- Jonathan Lopez, based in Abingdon, VA, US, is currently a President at Concord Wealth Partners. Jonathan Lopez holds a 1981 - 1986 Concord University. With a robust skill set that includes Certified Financial Planner, Wealth Management, Investment Advisory, Retirement Planning, Portfolio Management and more. Jonathan Lopez has 1 emails and 1 mobile phone numbers on RocketReach.
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