Pedro Lopez, AAMS®

Financial Consultant

Lancaster, PA

P: (717) 394-0769
T: (800) 626-1190
F: (717) 394-2709

Habla Español

Pedro Lopez, Financial Consultant

Pedro Lopez, AAMS®, is an Everence Financial Consultant. He is passionate about helping clients save for retirement, invest responsibly and succeed financially as they integrate their faith and values into their goals. Growing up in a Hispanic household, he’s eager to partner with other members of the Hispanic community as they pursue their financial goals and financial independence.

With more than eight years of experience in the banking and financial services field, Pedro is also a licensed insurance agent in Pennsylvania.

Pedro lives in Lancaster Township with his wife, son and their German Shepherd. They attend Victory Church, where the family is active in small groups and service initiatives. Pedro enjoys traveling, outdoor activities, basketball and riding his motorcycle.

He looks forward to equipping others with educational resources and guidance, so they can have confidence as they anticipate their financial future.

 

Pedro Lopez, AAMS®, es un Financial Consultant de Everence®. Él es apasionado por ayudar a los clientes a ahorrar para su jubilación, invertir responsablemente, y tener éxito financiero mientras integran su fe y los valores con sus metas. Al haber crecido en un hogar hispano, Pedro está listo para asociarse con otros miembros de la comunidad hispana que persiguen sus metas financieras y desean independencia financiera.

Con más de ocho años de experiencia bancaria y en servicios financieros, Pedro además tiene licencia como agente de seguros en Pennsylvania.

Pedro vive en Lancaster Township con su esposa, su hijo, y su pastor alemán. Asisten a Victory Church, donde su familia participa activamente en grupos pequeños e iniciativas de servicio. A Pedro le encanta viajar, participar en actividades al aire libre, jugar baloncesto, y pasear en su motocicleta. Pedro espera poder equipar a otros con recursos educativos y de orientación, para que desarrollen confianza mientras anticipan su futuro financiero.


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Disclosure

Securities offered through Concourse Financial Group Securities, Inc., Member FINRA/SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS


Pedro Lopez, AAMS® is licensed to discuss and/or offer financial services and/or products to residents of CA, IL, MD, NY and PA.