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Podcast: Business Innovators Radio
Episode: Interview with Carlos Lopez, Sr. Advisor with MAH Financial Services Discussing Serving the Underserved
Description: Carlos Lopez believes that financial clarity is a right, not a privilege. Before entering the financial world, Carlos spent eight years as a university professor, a chapter of his life that defined his approach to wealth management: education first.His transition into financial planning was born from a deeply personal mission. After witnessing his own parents lose their security to a predatory advisor, Carlos realized his true calling. He traded the lecture hall for the planning table, dedicating his career to ensuring no other family would have to experience that same sense of vulnerability.Today, Carlos...