Marlen Lopez Email & Phone Number
Senior Wealth Advisor and Founding Partner @ Fluens Wealth
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Marlen Lopez Location
- McAllen, TX, US
Marlen Lopez Work
- Senior Wealth Advisor and Founding Partner @ (June 2026 - Present)
- Senior Wealth Advisor, Founding Partner @
- Senior Wealth Advisor, Managing Partner @ (June 2021 - Present)
- Financial Advisor @ (June 2016 - June 2021)
- Financial Advisor and Assistant Vice President - Investments @ (June 2016 - June 2021)
- Financial Advisor @ (April 2008 - June 2016)
- Relationship Manager @ (April 2001 - April 2008)
Marlen Lopez Education
- St. Edward's University
Bachelor's degree (Spanish and International Business)
1995-1999
Marlen Lopez Skills
- Wealth Management
- Series 63
- Investment Strategies
- Hold Series 7
- Fixed Income
- Series 65
- Investment Advisory
- Financial Services
- Retirement Planning
- Equities
- Mutual Funds
Marlen Lopez Summary
- Marlen Lopez, based in McAllen, TX, US, is currently a Senior Wealth Advisor and Founding Partner at Fluens Wealth. Marlen Lopez brings experience from previous roles at Fluens Wealth, Excelsis Global Private Wealth and Wells Fargo Advisors. Marlen Lopez holds a 1995 - 1999 Bachelor's degree in Spanish and International Business @ St. Edward's University. With a robust skill set that includes Wealth Management, Series 63, Investment Strategies, Hold Series 7, Fixed Income and more. Marlen Lopez has 5 emails and 5 mobile phone numbers on RocketReach.
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Marlen Lopez
Senior Wealth Advisor and Founding Partner
McAllen, TX, US
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