Leon Lopez
Financial Advisor
Focused is a good way to describe Leon Lopez and the way he works with clients at Maguire Investments. Leon values the relationships he creates with his clients. His priority is to know and understand their needs and interests so that he can provide appropriate advice in line with their vision based upon their risk tolerance and investment objective.
Leon worked for five years as a financial consultant before he joined Maguire Investments in June 2008, and this self-described “hometown guy” has found his new job a natural fit. He says he likes the family feeling of the longtime local firm, as opposed to working for a large national corporation.
Work
Leon provides clients with financial advice based upon their personal interests, investment objectives and unique goals.
Licensing
- Series 7, (General Securities Registered Representative), 2004
- Series 63, (Uniform Securities Agent State Law), 2004
Education
- Allan Hancock College, Santa Maria
- Financial Consulting Training Program at a national firm
- Asset Management Specialist Designation for Financial Planning
Personal
Born and raised on the Central Coast, Leon lives here with his wife and three children. He’s an avid runner and enjoys anything to do with sports.