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Cesar is a third generation Financial Advisor born in Caracas, Venezuela and raised in Coral Gables, FL. From a young age his objective was clear:



to provide financial security to clients around the globe

Mr. Lopez started his practice by serving US based Clients. Due to his Latin roots and living in Miami, he realized how transient of a city it was and how many clients in foreign countries were being underserved. Finding his vocation, he specialized in providing US based, Dollar denominated worldwide solutions. Being a visionary, Cesar has taken on the challenge to continuously provide services to US Citizens, US Residents, Foreign Nationals and Foreign Aliens alike.  

Cesar is incredibly involved in the community. He strongly believes in the power of giving back. He has served in various roles including as the President of the Peruvian Chamber of Marketing & Commerce, Miami Dade Insurance and Financial Advisors (MAIFA - Former Board member and Chairman of YAT - Young Advisors Team); The General Agency and Managers' Association (GAMA) where he received numerous awards including the International Management Award, The Million Dollar Round Table - Top of the Table (MDRT), The Venezuelan Business Club (VBC), The Mexican American Chamber of Commerce (USMCOC - Former Board member) and serves on the US Coast Guard Auxiliary as an officer.  

Mr. Lopez is a US Coast Guard certified Captain. When he is not on the water you can find him playing golf or practicing martial arts.

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