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Fred Lopez

CFP®
Vice President
Financial Advisor

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Fred spent nearly a decade as a teacher and high school football coach before joining the Allen & Company team of Financial Advisors in 2000.

He serves as Vice President of Investments and is a CERTIFIED FINANCIAL PLANNER. A teacher at heart, Fred’s approach to planning focuses on education. His goal is that his clients understand their plan inside and out.

Fred received his Bachelor’s degree from Troy University and is fluent in both English and Spanish. He is a graduate of Leadership Lakeland. Among his most treasured moments are those spent with his family and friends. Fred and his family are members of Christ Community Presbyterian Church in Lakeland, where he and his wife, Robin are members of a community group. Fred loves to read and enjoy the outdoors.

Fred Lopez holds the Series 7 registration with LPL Financial, and the Series 66 registration with both LPL Financial and Allen & Company.  He also holds his life, health and variable annuities insurance licenses.

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