About Grace Lopez

Independent Broker | Advanced Tax-Free Retirement Strategies | Asset Protection | Tax-Efficient Legacy Planning

I am a Financial Professional who is passionate about helping others position themselves, and their family, for an elevated financial future. I became passionate about educating others when my parents lost half their retirement money in their 401k in 2008. No one showed them how to properly plan for retirement. All they knew was to contribute to their 401k. It became my mission to bring a financial education to others so they can put plans in place and won't find themselves in a similar situation. I want others to know how they can position their savings for maximized growth with tax advantages.

On a personal note... My husband, Norvin, and I share a mindset of elevation through connection. We love to share ideas and experiences with others, connecting in new places while experiencing the beauty of the world. I am blessed to be a mom to 3 kids, and my family is what I consider to be one of the greatest gifts God has given me. I give back to my community by volunteering at Water of Life Community Church and serving at local and global outreach opportunities. My values can be summed up by the 5 Fs... Faith, Family, Finance, Fitness, and Fun!