Broker Check

Investment Advisory and Financial Services Team

Carlos Lopez Jr., CKA®, NSIC

Founder & CEO

(833) 377-0051

info@twopillarsam.com

Two Pillars was founded by Carlos Lopez Jr., CKA®, NSIC in 2019. He has twenty-eight years of demonstrated multi-asset investment experience since graduating from NYU - Stern School of Business in 1994 (B.S. Finance, Economics). 

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Kimberly Lopez

Client Services Coordinator (P/T)

(833) 377-0051

info@twopillarsam.com

In addition to having decades of demonstrated experience in both client and business management in multiple industries, Kimberly's warm and friendly personality is a pleasant asset both to our new firm and her aspiring husband. 

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Andrew P. Lopez, FMVA® | CFA Level 1 Candidate

Portfolio Research Analyst (P/T)

(833) 377-0051

info@twopillarsam.com

Andrew is our aspiring Financial Analyst. He graduated from San Jose State University (2020), majoring in Economics (BS) and minoring in Business and in Deaf Education. He recently earned a Financial Modeling & Valuation Analyst.

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