Bavy Lopez
Financial Planner at Continuum Planning Partners
Based in Knoxville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Knoxville
Industry
Financial Services
Company size
21
Contact information
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b•••••••@cppadvisors.com
Phone
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Background
About Bavy Lopez
Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, or protecting your family's future, I promise a new level of attention, insight and capability. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. My goal is to assist families and business owners in building their financial freedom. I am licensed to sell insurance in AL, AR, AZ, CO, FL, GA, IL, MO, MS, NC, NM, NY, OH, SC, TN, TX, VA and securities in AL, AR, AZ, CA, CO, FL, GA, IL, IN, ME, MO, MS, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA (Arkansas Producer Insurance License Number 7342733). I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC Supervisory address: 10 Cadillac Dr, Suite 300, Brentwood, TN 37027.(615) 309-6300.
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