Truvize Financial Planning

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 with Truvize Financial Planning in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, Securities America, Cetera Advisors, and Investors Capital Corp. He has a minority ownership interest in Glide Scooter Sharing, Inc., a business currently liquidating its assets. Truvize Financial Planning serves individuals—including high-net-worth and high-income earners—pension and profit-sharing plans, and certain broker-dealer clients. The firm provides portfolio management and tiered financial planning based on individualized Investment Policy Statements, using fundamental analysis, modern portfolio theory, and a long-term trading approach.