OUR TEAM

LUIS A. LOPEZ, CFP®

President & CEO

I was born in Boston, MA and I am a die hard Boston sports fan. I am a devout Christian who is a Jesus Christ follower, a husband to an amazing wife, a father to 3 amazing children and a financial planner to my amazing clients.

In 2013 I graduated from The University of Massachusetts-Lowell with a Bachelor of Science & Bachelor of Arts in Marketing and Management becoming the first in my family to graduate from college!

I entered the financial services in 2014 because I saw a need on helping individuals with their financial future and I knew this wasn't a job but something I can turn into a career.

In 2017 I decided to launch LA Legacy Financial dedicated to helping business owners, families, pre-retirees and retirees with their financial planning. We take a holistic comprehensive financial planning to help our clients create a financial roadmap by protecting and growing their assets.

When I am not helping my clients at LA Legacy Financial I am doing the following:
▪Working out at the gym doing CrossFit workouts at Lifetime in Burlington,MA
▪Eating out at our favorite restaurants that consist of American, Mexican, Italian, Japanese, Chinese and Brazilian Food
▪Traveling to different states and counties
▪Mindset work
▪Watching Sports(Go Pats, Redsox, Bruins, Celtics)
▪Spending time with my growing beautiful family, Helo(Wife), Sofia(daughter), Leah(daughter), and Lucca(son)
▪Praying and volunteering as an usher at Genesis Church in Woburn, MA

If we have any common interests and you are looking to work with a trusted partner please send me a direct message or email me to schedule an introductory chat.

JACQUELINE LOPEZ

Operations Manager

Jacqueline in 2017 joined LA Legacy Financial LLC. She works with the firm and its clients to provide exceptional customer service. She manages the day-to-day operation and administrative work.