Cesar H. Lopez CFS®
With more than 19 years experience in the financial services field, Cesar has seen trends come and go. Despite those trends he’s realized that the key to obtaining one’s financial goals is through good planning and with the aid of ongoing relationships.
Cesar began his career with IDS (now Ameriprise Financial Advisors) in Fresno, CA where he learned the importance of considering all aspects of someone’s finances prior to making any recommendations. He then spent almost ten years at Great Western Bank and Washington Mutual assisting bank customers with their investment and insurance needs.
After a distinguished career working with individual clients, Cesar left Washington Mutual to become the Vice President of Western Sierra Bank’s financial services division where he was given the responsibility of creating and running the entire financial services department. The next two years Cesar lead the department to profitability.
This banking structure endeavor gave Cesar the realization that if he wanted to serve his clients to the fullest without any limits, the financial world of independence and his roots in planning is where he and his clients need to be. This sense of independence has become the cornerstone of his business in working with clients through Next Level Advisors and Woodbury Financial Services, Inc. focusing his efforts on designing and building solutions for clients as well as his business associates to reach the next level.
Cesar lives in Roseville with his wife Julie and two of their five children. He enjoys golf and exercising, including training for triathlons and spending time with his family.
- Series 7, 66, 63
- CA Insurance Agent 0832740
- Mexico service with Bayside Church in Granite Bay
- Prison Ministry at Folsom State Prison