Gregory Lopez
Senior Vice President, Financial Advisor
CFP®, CLU®, AEP®
Contact Greg
Team Office
Greg’s Locations
Cleveland, OH 44143 (440) 375-5896
About Greg
For over 20 years, Greg has helped families work toward financial success by helping them grow their assets and plan for their future with a constant focus on the impact of taxes. As a financial advisor with Wealth Enhancement, Greg specializes in estate planning, asset management, taxes, charitable objectives and business planning. Trusted advisors bring their clients to Greg for his planning approach in implementing insurance to accomplish specific goals for high-net-worth clients all around the country.
Greg is a board member of the Music Settlement, an active member of the Estate Planning Council of Cleveland, and a member of the Forum 400, a group of the top insurance advisors in the nation that openly share ideas and strategies that further the goals of their clients. He is also a member of the International Brotherhood of Magicians. Greg makes it a priority to spend quality time with his wife and two young boys.
Education
- BS - Finance, John Carroll University
Additional licenses and designations
- California Insurance License # 4191543
Newsroom and Resources
View AllBasics Of An Ilit
Global High Net Worth (GHNW) Individuals and Families: The Need and Desire for Life Insurance
Funding options for live insurance held in an irrevocable life insurance trust (ILIT)
Five Proven Strategies to Tackle Estate Taxes
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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