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Noe Lopez

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Noe Lopez

Defined Contribution Retirement Consultant | Frost

Boerne, Texas, United States

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Noe Lopez

Summary

Noe Lopez is a seasoned financial advisor based in Boerne, Texas, with a robust background in estate planning and wealth management. Currently serving as a Senior Vice President at Frost Wealth Advisors, he specializes in retirement services and business development. With over 15 years of experience at Frost, Noe has honed his skills in managing Qualified Retirement Plans and providing tailored financial solutions for clients. His extensive qualifications include multiple certifications in retirement planning and wealth strategy, showcasing his commitment to professional excellence. Noe's educational background includes advanced degrees in Counseling Psychology and Criminal Justice, which contribute to his holistic approach to client relationships. He is passionate about empowering clients through informed financial decisions and is dedicated to continuous learning in the evolving financial landscape. Outside of work, he enjoys exploring new investment strategies and staying updated on industry trends.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Noe Lopez

Work Experience

company logo

Defined Contribution Retirement Consultant at

Capital Group

August 2024 - Present

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Senior Vice President-Frost Wealth Advisors-Retirement Services Business Development at

Frost

April 2023 - Present

company logo

Senior Vice President-Frost Wealth Advisors-Retirement Services Business Development at

Frost

April 2023 - August 2024

💼

Business Development Officer-Frost Wealth Advisors at

Frost Bank

February 2008 - April 2023

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Noe Lopez

Education

UCLA Anderson School of Management, C(K)P®

January 2018 - January 2018

Texas A&M University–Corpus Christi, Master's Degree

January 1995 - January 1996

Stephen F. Austin State University, Ba

January 1991 - January 1995

Frequently Asked Questions about Noe Lopez

What is Noe Lopez email address?

Noe Lopez's primary email address is *********@frostbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Noe Lopez work for?

Noe Lopez is a Defined Contribution Retirement Consultant at Frost, a company specializing in Functions related to depository banking.

Where Noe Lopez graduated from?

Noe Lopez holds a degree in Certified 401(K) Professional Program from UCLA Anderson School of Management.

How can I directly contact Noe Lopez?

To contact Noe Lopez directly, you can use the email address *********@frostbank.com. Complete contact information is available upon registration with Muraena.

Who is Noe Lopez?

Noe Lopez is a seasoned financial advisor based in Boerne, Texas, with a robust background in estate planning and wealth management. Currently serving as a Senior Vice President at Frost Wealth Advisors, he specializes in retirement services and business development. With over 15 years of experience at Frost, Noe has honed his skills in managing Qualified Retirement Plans and providing tailored financial solutions for clients. His extensive qualifications include multiple certifications in retirement planning and wealth strategy, showcasing his commitment to professional excellence. Noe's educational background includes advanced degrees in Counseling Psychology and Criminal Justice, which contribute to his holistic approach to client relationships. He is passionate about empowering clients through informed financial decisions and is dedicated to continuous learning in the evolving financial landscape. Outside of work, he enjoys exploring new investment strategies and staying updated on industry trends.

Noe`s contact details

mail

*********@frostbank.com

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