Robert Lopez

Associate Planner

Robert Lopez

Robert Lopez joined Silicon Valley Wealth Advisors in August 2017. Before joining the group he was a Para-Planner with Jackson/Roskelley Wealth Advisors, Inc. in Scottsdale, Az. In his new role as Associate Planner he works with clients and wealth advisors to develop, build, and update financial plans using wealth management software.

Robert earned a Bachelor’s of Science in Finance from Arizona State University and is nearing completion of a Master’s of Science in Family Financial Planning from Oklahoma State University. Prior to working in finance Robert was a member of the U.S. Air Force, working as an Explosive Ordnance Disposal Technician.

Originally raised in Southeast Texas, Robert enjoys spending time outdoors and takes part in several co-ed sports, including sand volleyball, ultimate frisbee and adult kickball.