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Noe Lopez

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Noe Lopez

INVESTMENT ADVISOR & ACCOUNT MANAGER

Noe Lopez earned his Bachelor’s in Finance at the University of Texas-Pan American and furthered his education by receiving his Master’s in Personal Financial Planning at Texas Tech University, a nationally ranked program.

Noe is a Certified Financial Planner™. He upholds the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. The CFP Board’s Code of Conduct requires CFP® professionals, including Noe, to put your interests ahead of their own. This means that you maintain peace of mind while you work with Fort Wealth Management, your interests are held above all other factors! Noe began his career as a Wealth Advisor Associate for Morgan Stanley, where he acquired the crucial experience that fostered the foundation for growth, adaptability, and the ultimate desire to strive for success. Here at Fort Wealth Management, Noe works and collaborates alongside Advisors throughout the financial planning process ensuring that their client’s needs are solved beyond expectations.

Outside of the office, Noe often entertains visiting friends as a mock-tour guide for Austin. He enjoys spending quality time among family with activities such as traveling and fishing.

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