Tommy Lopez, CFP®, CRPC®
Founder | Financial Advisor
Taking Each Financial Step
One at a Time
At Coffeehouse Capital, our goal is to learn more about you. We currently work to provide ongoing fiduciary financial advice and investment management but are also open to connecting on a project basis or hourly basis, depending on your needs.
Whether your goals feel complex and require an in-depth plan or you have a fairly simple concern to address, we’ll explore what you’re looking for and how we can collaboratively help you succeed.
We work with clients virtually, anywhere in the U.S.
Offering a full range of financial planning and wealth management services to:
Growing Families
Growing Families
Balancing parenting, career, and planning for the future can feel daunting. We simplify your financial journey—from saving for college to securing your family’s future.
Busy Professionals
Busy Professionals
You’re building a career and a life — we help you align your finances with both. From retirement planning to tax-efficient investing, we ensure that nothing is overlooked.
Small Businesses
Small Businesses
Your personal and business finances are deeply connected. We help you manage both — from cash flow and tax strategies to retirement and succession planning.
Medical Professionals
Medical Professionals
High income often comes with high taxes and complex decisions. We help you in managing your tax burden, safeguarding your earnings, and creating a plan that adjusts to your demanding career.
Tech Professionals
Teach Professionals
Navigating equity compensation, RSUs, and rapid career changes? We simplify complex compensation structures and help you plan with confidence, regardless of where your career leads you.
Retirees
Retirees
You've worked hard to reach this point. Now it's time to make your money work for you. We help you in transforming savings into dependable income, managing taxes, and safeguarding your legacy.
So, Why Coffeehouse Capital?
Experienced
With an array of financial planning credentials and affiliations.
Driven by Process
Utilizing a straightforward and transparent approach.
Focused on the Details
Ensuring that the nuances of your finances are addressed.
From Pre-Retirees to Retirees...
Coffeehouse Capital is your virtual hub where meaningful financial planning begins with a friendly conversation. Whether you're aiming for a serene retirement, planning to leave a meaningful legacy, or seeking financial peace of mind, we're here to guide you, one virtual meeting at a time. Grab your favorite cup of coffee and let’s connect to discuss the paths to your financial goals.
The Coffeehouse Capital Experience
Step 1:
Discovery Meeting
We will start by getting to know you and learning a bit more about your initial goals, objectives and needs. During this time we’ll also address your questions about our firm and the scope of the services we provide.
Step 2:
Gather Data & Set Goals
Next, we will take a closer look at identifying your values and financial goals. By understanding what is important to you, we can develop a clear roadmap of how to get there.
Step 3:
Present Recommendations
Based on your personal values and goals, we’ll present our recommendations on how to best move forward, in addition to any changes that might need to be implemented to help you achieve financial success.
Step 4:
Review & Implement
If you feel that these steps work for you and your lifestyle, we will move forward with implementing them into your current circumstances. Additionally, we’ll schedule periodic review sessions to address any areas of concern you may still have.
Step 5:
Monitor & Adjust
Over time, we will monitor your plan to ensure it continues to perform as you intend. And, as life changes, we will make adjustments accordingly.
Similar to a Coffeehouse,
Your Finances Should Feel Inviting
Together, we’ll develop a greater understanding of how to give meaning to your wealth.