Broker Check

Meet The Team

Carlos Lopez Jr., CKA®

Founder & CEO

(833) 377-0051

info@twopillarsam.com

Two Pillars was founded by Carlos Lopez Jr., CKA in 2019. He has twenty-seven 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, Intern

(833) 377-0051

info@twopillarsam.com

Andrew is our Intern and 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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