My reasons for becoming financial professionals are deeply personal, with a desire to advise as many families as possible to triumph in the pursuit of their ideal retirement.
In my formative years, I repeatedly saw many friends and family of earlier generations struggling to find the help they needed to map out their ideal retirement.
My confidence in being able understand personal finance, investment strategies, and the best way to structure them comes from my unique path to creating my own firm to serve families and businesses.
From my experience on Wall Street to Main Street, I can help people better prepare to triumph and achieve their ideal retirement. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance, investment markets, and use those concepts to move towards success. From my inner circle and family friends, to the communities that have accepted me as one of their own, my commitment is to be work to be at as many happy retirement parties as possible.
Antonio A. Lopez, Senior Financial Advisor and Founder of Triumph Wealth Management, has been in the financial services industry since 2006. He grew up in Hudson County, where his parents taught him many important lessons. One of the most important ones being, "No one cares how much you know, until they know how much you care." That is why, whether it came to one of his part-time jobs during school or now, Antonio makes his client the priority and what he knows as secondary importance.
After graduating from Bergen Catholic High School, he attended New Jersey Institute of Technology, where he graduated with a Bachelor’s of Science Degree in Management. He started his career in banking before the beginning of his final, 4th year of college. He would work in banking during the day, while completing his final year at night. After settling into a career in Asset Management, he earned a Graduate Certificate at New York University in Investing Overseas, International Business and Finance. His desires for continual improvement continued to an Executive Master's in Finance from Baruch - The City University of New York. Antonio is currently a candidate to become a Certified Estate and Trust Specialist, and a Certified Divorce Financial Specialist. Antonio has over 10 years of experience in consulting other Financial Advisors from large and small firms on how to manage and rebalance their clients' accounts. He obtained real world experience by working alongside institutional portfolio management teams who were running billions of dollars under management. Antonio is committed to making difficult strategies, easy concepts that are applicable to individuals, families, and businesses so they can triumph in pursuit of their goal.
Antonio and his wife Alexandra live in Miami with their 2 children – Antonio Jacques Lopez aka "A.J." and Aria Laura Lopez, and their dog, Davie. They enjoy spending time playing sports, grilling, traveling, and enjoying their pool. Antonio and Alexandra were married in Southern California in the Summer of 2019.
When he isn't at work or at home, he can often be found at the Hall of Knights, with his brothers from the Knights of Columbus. Antonio was raised in the Northeast as a Catholic and continued to practice faith and charity when he moved to Miami. He didn't let the Covid pandemic deter him from becoming a 4th degree Knight. He is grateful for the encouragement gave him each step of the way. He looks forward to many more years of faith and charity.
Check out Antonio's profile in Linkedin at https://www.linkedin.com/in/antonioalopez/