Cesar is consistently regarded by several sources to be in the top 1% of financial advisors worldwide.
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) and FINRA Series 66 (Uniformed Combined State Law Exam.) His credentials also include FL 4-40, Resident Customer Representative License in Florida and the Florida Life, Health and Variable Annuities License in FL (FL 2-14 & 2-40).
Mr. Lopez strongly believes that knowledge is a lifelong process and that all clients deserve the best quality that is available. He is constantly learning and sharpening his skills. He has earned several designations from highly accredited institutions. Cesar is a Chartered Life Underwriter® (CLU) & Chartered Financial Consultant® (ChFC) designations obtained from the American College in Bryn Mawr, Pennsylvania. He has also obtained the Professional Service Representative (CPSR) from the National Foundation of Certified Professional Service Representatives in Clearwater, FL.
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. For his work with the Universidad Austal, they honored him with a Ph.D.