Francisco Lopez is a CFA-designated registered investment advisor at Willow Creek Financial, based in San Diego, CA. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 217 clients with $460M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9820 Willow Creek Road, Suite 210, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Willow Creek Financial
State Registrations1 state
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