Seeking Healthy Returns

David Lopez sees consistent returns and portfolio safety as having equal weight

David A. Lopez wants his clients to learn and do well. That’s why in addition to advising individuals, businesses, and nonprofits on taxation matters, David Lopez & Co. hosts a financial literacy class and offers investment advice. The Philadelphia-based, conservative-minded CPA takes no advisory fee and introduces clients only to investments that may meet their financial desires and needs. “They then take our recommendations to their broker or adviser. We serve as an educator that is not motivated by commissions or fees as the consultations are a part of our tax strategy process,” he explains. Figuring out if, and where, to invest in an election year is a tense exercise, says Lopez; no one knows how it will unfold. The only certainty is that we are all aging—the best time to begin saving for retirement was yesterday.

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