Investment Advisory and Financial Services Team
Carlos Lopez Jr., CKA®, NSIC
Founder & CEO
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).
Kimberly Lopez
Client Services Coordinator (P/T)
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.
Andrew P. Lopez, FMVA® | CFA Level 1 Candidate
Portfolio Research Analyst (P/T)
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.