Diana Lopez
Financial Consultant
Truist Investment Services, Inc.
5145 Poplar Tent Rd
Concord, NC 28027
About me
Background
As a dedicated Financial Advisor, Diana specializes in helping clients take control of their financial futures with confidence, ease, and clarity. Her passion is in empowering clients through education, strategic planning, and personalized advice. Diana provides a supportive and judgement-free environment, particularly helpful for clients who feel intimidated by finances. Her goal is for clients to feel financially secure navigating major life events from marriage, building a family, retirement planning, and even divorce. She's committed to being a trusted partner on your financial journey.Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Recommended Resources
Market Perspective Another gut check, tech under pressure, yet structural leadership intact
Market Perspective – November 14, 2025
Market Perspective
Economic Data Tracker The shutdown ends, but the data backlog won’t be resolved for a while
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – November 14, 2025
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 14, 2025
Market Pulse November 10, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – November 10, 2025
Market views heading into the week of November 10, 2025 highlight what we're watching and important news ahead.