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OUR TEAM
Right People. Right Work


We are committed to providing our customers with the best possible service. To deliver on this commitment Lopez Financial Group retains the best talent with years of experience. Rest assured, we are prepared to help you face your financial challenges.

 

Are you ready for a challenging and exciting career?  Join the Lopez Financial Group.


OUR LEADER
Carlos C. Lopez

 

Carlos C. Lopez is the President and Managing Partner of Lopez Financial Group, LLC. With over 25 years experience in tax preparation and accounting, Mr. Lopez directs a business serving tens of thousands of customers nationwide.Carlos C. Lopez is the President and Managing Partner of Lopez Financial Group, LLC. With over 25 years experience in tax preparation and accounting,
Mr. Lopez directs a business serving tens of thousands of customers nationwide. Mr. Lopez earned his Bachelor’s degree in Biology from Pacific Union College in 1974 and his Master’s degree in Accounting from the University of San Francisco in1980. He was enrolled to practice before the IRS in 1988. Mr. Lopez has received numerous honors and awards.  Most notably, the U.S. Chamber of Commerce Blue Ribbon Small Business Award. He resides with his family in Salinas, California.

 

WHERE WE CAME FROM; WHERE WE'RE GOING

 

Founded as Lopez Tax Service in Salinas, CA, in 1983, Lopez Financial Group, LLC, began as a small tax preparation firm. Expanding over time to meet the needs of its customers, Lopez Tax Service added accounting, bookkeeping, payroll, real estate and mortgage services, assuming the name Lopez Financial Group. Looking to the future, Lopez Financial Group, LLC, has aggressive plans to establish its brands in markets across the United States. We recently celebrated the grand opening of our new processing center in North Texas. Regardless of our size, we remain committed to serving our customers in the same fashion that made us successful; Fast, Friendly, Accurate.

 

 

WHAT WE DO


We offer an array of services designed to make your life easier and more profitable. We can prepare your taxes or payroll and allow you to offer those services to your customers. Our staff realtors and mortgage experts can help solve our real estate and mortgage needs. We’ve established working relationships with immigration attorneys to assist with that important work. Soon, we’ll be able to offer competitive insurance solutions that provide peace of mind. We are your financial marketplace.

 

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