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Cesar is consistently regarded by several sources to be in the top 1% of financial advisors worldwide. He has been interviewed and quoted by international media and news outlets. 

He has earned his:

  • FINRA SERIES 6 (Investment Company and Variable Contracts Product Representative Exam)

  • FINRA SERIES 7 (General Securities Representative Exam)

  • FINRA Series 26 (Investment Company and Variable Contracts Product Principal Exam)

  • FINRA Series 63 (Uniformed Securities Agent State Law)

  • FINRA Series 65 (Uniform Investment Advisor Law Exam)

  • FL 4-40, Resident Customer Representative License in Florida

  • FL 2-14 Florida Life and Variable Annuities State License 

  • FL 2-40 Florida Health Insurance State License

  • Insurance licensed registered in Florida, Texas and North Carolina


Mr. Lopez strongly believes that knowledge is a lifelong process and that all clients deserve the best. His unique approach inspires his clients throughout the planning process. He is constantly learning and sharpening his skills through a broad range of disciples and has earned several designations from highly accredited institutions. Cesar is a:


  • Chartered Life Underwriter® (CLU) - The American College of Financial Planning (King of Prussia, Pennsylvania)

  • Chartered Financial Consultant® (ChFC) - The American College of Financial Planning (King of Prussia, Pennsylvania)

  • Certified Professional Service Representative (CPSR) - National Foundation of Certified Professional Service Representatives (Clearwater, FL)

  • Associate, Customer Service (ACS) - Life Office Management Association (LIMRA/LOMA)

  • Fellow, Life Management Institute (FLMI, Level 1) - Life Office Management Association (LIMRA/LOMA)


Cesar completed his course work for the Certified Financial Planner® (CFP) at the University of Miami in Coral Gables, FL. He is currently a candidate for Fellow Life Management Institute (FLMI) from LIMRA/LOMA in Atlanta, Georgia and Accredited Asset Management specialist from the College of Financial Planning. For his work with the Universidad Austal, they honored him with a Ph.D.

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