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MassMutual financial professional.

Benjamin (Benji) Lopezemail

Benjamin (Benji) Lopezemail


Capital Strategies - South Texas

10101 Reunion Place One Union Square, Suite 300
San Antonio, TX 78216-4157

Professional Story

My name is Benjamin Lopez, a Financial Services Professional with Fikes Financial Group. My passion lies in helping families to attain financial security and peace of mind. Ever since I was in grade school, I have been fascinated by the world of finance, and my journey has led me to develop a thorough understanding of history, economics, behavioral finance, and financial solutions.

Currently, I am pursuing a degree in finance at UTSA. I am dedicated to expanding my expertise and staying up-to-date with industry trends. My academic pursuits serve as a strong foundation for my expertise, enabling me to offer clients well-informed guidance and personalized solutions.

As a licensed professional in life insurance, I specialize in developing tailored financial strategies that enable individuals and families to achieve the elusive goal of financial security. I understand the importance of staying at the forefront of the industry, which is why I commit to continuous learning. I regularly engage in research and actively participate in UTSA's investment society meetings.

I strongly believe that everyone possesses the ability to attain financial security. My mission is to empower and educate my community by providing comprehensive financial guidance, enabling families to make informed decisions and take control of their financial future.

Education

University of Texas at San Antonio (2021-2025)

Hobbies

Golf, Hunting, Basketball

Affiliations & Memberships

UTSA Investment Society, LATSA at UTSA


Languages: English


Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Group Benefits, Estate Planning, Financial Education


Connect with Benjamin

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