Fred Lopez

Fred Lopez spent nearly a decade as a teacher and high school football coach before beginning his career as a financial advisor in 2000. A teacher at heart, Fred brings that same passion for education to financial planning, taking the time to understand what matters most to each client and helping them make sense of the choices along the way. His goal is to make financial planning more understandable so clients can feel informed about their plan, why it was designed that way, and how the decisions they make support the goals that matter to them.

Today, Fred leads a 12-person team built around experience, collaboration, and developing the next generation of financial advisors. The team includes three legacy advisors, each with more than 25 years of industry experience, four next-generation advisors, and five client service associates. Fred is passionate about bringing these generations of professionals together to serve clients while helping develop the advisors and leaders of the future.

The practice is also generational in a very personal way. Fred’s father-in-law, Ron Riggs, welcomed Fred into the practice as a partner, beginning a family legacy that Fred is now continuing with his son-in-law, John Michael Madden. For Fred, carrying that opportunity forward to the next generation reflects the importance he places on family, mentorship, and building a practice designed to serve families across generations.

Fred earned a bachelor’s degree from Troy University and is fluent in English and Spanish. He is also a graduate of Leadership Lakeland. Fred is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 registrations with LPL Financial, as well as life, health, and variable annuity insurance licenses.

Outside of his professional life, Fred places great importance on his faith and family. He enjoys traveling with his wife, Robin, exercising, reading, and spending time outdoors.

Fred’s passion for education also extends beyond one-on-one financial planning. Through “Fred’s Garage,” he shares financial and investing insights in an approachable way, continuing the teaching philosophy that has shaped his career.

Fred Lopez holds the Series 7 and Series 66 registrations with LPL Financial.  He also holds his life, health and variable annuities insurance licenses.