John C. Lopez

Clinical Assistant Professor

John C. Lopez

Bio

Since the undergraduate days at the University of Houston’s Bauer College of Business, John Lopez has had an interest in personal finance savings, money management, investing, and making smart decisions when it came to money. Upon graduation, he attended Texas A&M where he earned an MBA in Finance. He entered “Corporate America” and worked for several major international firms - more at www.linkedin.com/in/johnclopez.

Later in life he continued his education in personal finance by attending Rice University’s Certified Financial Planner Program and then successfully completing the CFP Certification Exam (http://www.cfp.net/).

After early retirement and a 2 year sabbatical to travel and explore, he began teaching Financial Planning at Bauer. He is passionate about teaching students the fundamentals needed to become financially secure and ultimately financially independent. His classes are a real world application of financial planning - they cover topics such as managing cashflow, managing credit, purchasing decisions (home, automobiles, insurance, etc...), taxation as it relates to personal finance, investments (investing in mutual funds, stocks, exchange traded funds, etc...) and retirement planning (401k, IRA’s, Roth IRA’s, pensions).

Areas of Expertise

  • Managing cashflow
  • Managing credit
  • Purchasing decisions
  • Taxation as it relates to personal finance
  • Investments
  • Retirement planning

Contact Info

Phone:
713-208-8934
Email:
jlopez@bauer.uh.edu
Room:
402E UCBB
Website:
No Web Site Currently

Education

CFP Certificate Program
Rice University
MBA, Finance
Texas A&M University
BBA, Finance
University of Houston