Jonathan Lopez is a financial advisor with Truvize Financial Planning in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at LPL Financial, Securities America, and CETERA Advisor Networks. He serves on the board of the local chapter of the Fellowship of Christian Athletes. Truvize Financial Planning serves individuals, including high-net-worth and high-income earners, as well as pension and profit-sharing plans and certain broker-dealer customers. The firm provides portfolio management, tiered financial planning, and pension consulting, using individualized Investment Policy Statements and a long-term trading approach grounded in fundamental analysis and modern portfolio theory.

Andrew Harris is a financial advisor at Truvize Financial Planning in El Paso, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Securities America, and Cetera Advisors. Harris also has an ownership interest in a now-defunct scooter sharing business that is in the process of liquidation. Truvize Financial Planning provides portfolio management, pension consulting, and tiered financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and certain broker-dealer customers. The firm employs fundamental analysis and modern portfolio theory within a long-term trading framework and manages approximately $43.6 million in assets across about 79 clients.