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 independent, professional advice. His focus is on helping clients plan their financial goals for a lifetime and beyond. He believes that when done appropriately, financial planning can be a life changing experience, re-aligning individual's relationship with wealth. Jesus believes that working on investment, money and family issues should not induce any stress, but rather be a productive process.
Jesus has had the distinct honor of receiving the Five Star Wealth Manager award, as seen in Westchester Magazine from 2013-2017, 2019-2022.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list 2013 - 2017, 2019 - 2022 of Five Star Wealth Managers.
Jesus Lopez completed their certification call and has been named a winner of the 2022 Five Star Wealth Manager award. Attached is the information they submitted to be considered for the award.
Jesus Lopez has been named a Five Star Wealth Manager award winner 10 years; 2022; 2021; 2020; 2019; 2017; 2016; 2015; 2014; 2013.
Personal/Family Information
As a Cuban native who migrated to the US, Jesus has a deep appreciation for “The Pursuit of Happiness”. He is privileged to share his life with his wife and three amazing children. It fills his heart with joy to be able to have memorable experiences with his family and provide them with opportunities he only dreamed of.
Jesus is a graduate of Pace University, with a Bachelor of Business Administration in Finance and Economics. He went on to attain all his financial licenses as well as the designations of Chattered Retirement Planning Counselor (CRPC) and Certified Long Term Care (CLTC) specialist. Prior to the inception of the Asterion Wealth Advisory Group, Jesus built a successful franchise with Ameriprise Financial.
CRPC conferred by College for Financial Planning
Interests
A life without passion is a life without purpose. Jesus has many passions including dancing, the ocean and enjoying good food and wine — but his biggest passion would be living life to the fullest alongside his wife and children. Being born and raised in Cuba, opportunities and experiences were limited. It fills him with joy to now be able to provide those opportunities and experiences to his own children, and help others be able to do the same for their families.