Diana Lopez

Diana Lopez
Financial Consultant Truist Investment Services, Inc.

5145 Poplar Tent Rd

Concord, NC 28027

dianalopez@truist.com

Phone 704-367-3806

Fax 704-366-1806

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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. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's of Science in Management
California State University, Northridge

Personal Interests

Diana enjoys cooking, family gatherings, travel, hiking, dinner with friends, and down time with her husband and cats. 

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

Locations

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