Fred Lopez

CFP®
Vice President
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Fred Lopez

CFP®
Vice President

My goal is for my clients to understand their plan inside and out

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. He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.

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.

Contact Fred