Francisco Lopez is a CFA-designated registered investment advisor at Willow Creek Financial, based in San Diego, CA, with 1 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 238 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Willow Creek Financial offers asset management and comprehensive portfolio management through wrapped fee programs. Details regarding investment management fees are provided in Willow Creek Financial's separate wrap fee program brochure.
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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