Luis A. Lopez
President & CEO
Luis began his career in the financial services industry in 2012 with Putnam Investments as a Client Service Representative. In 2014, Luis joined New York Life as an agent and grew a passion for helping his clients reach their financial goals. Luis focuses on providing tax strategies1, retirement planning, and asset protection.
Luis graduated from the University of Massachusetts-Lowell with a degree in Marketing and Management. Luis' determination and dedication has helped him achieve New York Life’s Executive Council from 2014-present. He is a member of the National Association of Insurance and Financial Advisors(NAIFA).
Luis currently resides in Waltham, MA. His hobbies include going to the gym, meal prepping, traveling various countries and watching sports. Luis is also part of the Read to a Child Program and is a mentor in the Big Brothers Big Sisters of America Program.
