Lorenzo
Sanchez Lopez

Rowling & Associates LLC

CRD#6746653
Investment Advisor
in San Diego, CA

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About this Advisor

Lorenzo Sanchez Lopez is a certified financial planner operating in San Diego, California with a total of 3 years of industry experience. Sanchez Lopez is currently employed by Rowling & Associates LLC. During their career, the advisor has held roles at Kenworth Mexicana, Rowling & Associates and Rowling & Associates LLC. Sanchez Lopez is approved to serve investors in California and Texas. Rowling & Associates LLC is a firm operating out of San Diego, CA. It administers $530 million in total assets between its 1,307 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,307 accounts, 35% are held by high-net-worth individuals who have greater than $1 million in investable assets. Rowling & Associates LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services usually depend on the type of financial services. Fees billed by Rowling & Associates LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8889 Rio San Diego Drive, Suite 202
San Diego, CA 92108

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Rowling & Associates LLC Brokerage Details

Total Assets Under Management

$529,976,818

CA Average: $7,578,581,321
Total Number of Employees

16

CA Average: 43
Total Number of Accounts

1,307

CA Average: 3,727
Average Account Size

$405,491

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Lorenzo Sanchez Lopez Work History

Lorenzo has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Rowling & Associates LLC

2013 - 2020 (7 years)

Rowling & Associates

2012 - 2013 (1 year)

Kenworth Mexicana

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lorenzo Sanchez Lopez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rowling & Associates LLC

Shalmali Kulkarni
San Diego, CA
Lorenzo Sanchez Lopez
San Diego, CA
Ashley Stroud
Signal Mountain, TN
Stephen Doster
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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