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Matthew Lopez

Matthew Lopez

Financial Advisor

Raised in Roseville, California, Matthew graduated from Menlo College School of Business; the smallest business school to attain the highest business school accreditation, otherwise known as the AACSB Accreditation. Matthew graduated with a Bachelor of Science in Business, majoring in finance. While attending Menlo, Matthew also held a full-time job as a financial analyst at the Palo Alto founding office of Marcus & Millichap, the largest commercial real estate investment company in the nation. Though he was hired as a financial analyst, Matthew attained much experience with the acquisition and disposition of commercial real estate, specifically retail and apartments. Also, while attaining his finance degree, he founded the Menlo College Real Estate Investment Club.

Before graduating, Matthew became an independent insurance agent, and upon graduation, was sponsored to become a financial advisor. Since 2014, he has been providing financial guidance and helping clients reach their financial goals all over Northern California as an independent financial advisor.

CA Insurance License #0I78324