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Hugo L
Series 63, Series 65
San Diego, CA
Lighthouse Advisory Services, Inc.
Hugo Lopez is a financial advisor at Lighthouse Advisory Services, Inc. in San Diego, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fortune Financial Services, Inc. and Seaside Advisory Services, Inc. He is also active as an independent insurance agent. Lighthouse Advisory Services, Inc. is a small independent firm managing approximately $9.6 million for 24 clients, offering portfolio management, financial planning, and pension consulting primarily on a non-discretionary basis. The firm serves individuals, high-net-worth clients, and retirement plan sponsors, employing diverse analytic methods and strategies, and provides a formal pension consulting practice along with educational programs for plan participants.
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