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Sandra Costa Lopes

Advisor at Oppenheimer — Coral Gables, FL Ponce De Leon Boulevard

Updated today

Credentials

Series 66

Experience

7 years

Location

Coral Gables, FL 33134

Oppenheimer logo

Oppenheimer

Enterprise

Total advisors

1,159

Across 158 offices

Clients per advisor

32 Very Low

Avg AUM per client

$609,565 High

HNW client ratio

3% Low

About

Sandra Lopes is a financial advisor at Oppenheimer with seven years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer and Morgan Stanley during her career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Client services

Based on Oppenheimer

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Oppenheimer

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management

Occupation focus

Based on Oppenheimer

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning fees vary based on complexity, up to $10,000 per plan; updates at negotiated rates

Percentage

MF/ETFs only+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Multi-security+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Include Bonds+: varies by program, not explicitly tiered but minimum account sizes differ by asset type

Commissions

FAM and Alpha programs charge commissions on securities transactions; Alpha is commission-based only

Other

Account minimum: $10,000 for mutual funds/ETFs only accounts (lowest stated minimum); $25,000 to $100,000 for other account types depending on program and securities included Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 Fee-only: Consulting and Retirement Services fees up to 1.00% of assets per year; Financial Planning fees up to $10,000 per plan

Location

See office

Coral Gables, FL Ponce De Leon Boulevard

2811 Ponce De Leon Boulevard, Suite 900

Coral Gables FL 33134

Advisors at this office

47

Most active in

Florida

Work history

7 years of industry experience

Oppenheimer

2020 - Present • 6 years

Miami, FL

Morgan Stanley

2020 - 2020 • 1 year

Aventura, FL

Oppenheimer & Co. Inc

2012 - 2020 • 8 years

Miami, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel M

CFP®, Series 65

Coral Gables, FL

Blackpoint Capital Partners

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Wealth management General retirement planning Gifting strategies Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Scientific Professional Oil & Gas Biotech Professional Expats Approaching retirement Established Professionals
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Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.

Active portfolio management Concentrated stock management Options & derivatives strategies
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