Broker Check


Jesus Lopez, CRPC® , CLTC

CEO/Wealth Advisor

(914) 461-4991

(914) 206-2991

Jesus has been helping clients pursue their financial goals and dreams since 2000.  He has the credentials and the experience that enable him to develop comprehensive financial analysis and provide clients with...

Read more

Marisol Lopez

Operations Manager

(914) 450-4055

(914) 206-2991

Marisol earned her MBA in 2000, shortly before turning 22.  She further continued her studies and attained her CPA license.  She worked in NYC, for many years as a Senior Accountant...

Read more

Henry Monaco

Financial Intern

Henry is an Intern at the Asterion Wealth Advisory Group.  He is currently enrolled as a 3rd year Finance Major at Iona College in New Rochelle, New York. His previous experience within the financial field...

Read more