Antonio Lopez

While the markets evolve and headlines sound alarms, Antonio Lopez enjoys helping clients navigate the vast investment landscape. To help affluent individuals and their families address their wealth management needs, he provides personalized, in-depth strategies guided by his experience as a long-distance runner: Enduring success depends on preparation, pacing and patience. By diligently listening to clients, Antonio strives to provide sound financial advice for ongoing education, guidance and resources needed for all stages of life.

Antonio attended the University of San Diego and graduated with a bachelor’s degree in psychology and a minor in theatre arts.

His passion has led him to complete 23 marathons across the United States, winning one; with a personal best of 2 hours and 32 minutes.

Motivation and a vision for success are the foundation of Antonio’s professional relationships. He first gained entrepreneurial experience as a teenager, when he built and managed a lawn care service company. Later, as a student athlete with asthma, Antonio overcame the condition to become a 1999 Gatorade USA Track & Field All-American, with individual New Mexico State Championships in the 800 meters, Mile and Two Mile.  In college Antonio won many cross-country championships and ran the metric mile in 3 minutes and 52 seconds. 

After completing college, he then moved to New York City and studied playwriting at The Actor’s Studio Drama School and had one of his plays produced Off-Broadway. While living in Manhattan, Antonio started his career in the financial services industry, subsequently returning to his home state of New Mexico.

Antonio has been a Financial Advisor for over 20 years.

In 2026 with the help of Torchflame Books, an imprint of Top Reads Publishing LLC, Antonio published his first award winning book, “National Parks.”  This 300-page book chronicles the Lopez family journey to 31 out of 63 National Parks.  From a half marathon in Zion to snorkeling in the Dry Tortugas and chatting with marmots in the Grand Teton, Antonio weaves together stories you won’t find in a guidebook.  Along the way, this small family from Santa Fe ties all of us to Mother Nature and reveals how their grand adventure changes the author’s view on everything from a dying mother, the COVID-19 Pandemic, God, and family.  The second book is on the way and will include the remaining 32 National Parks.

As an advisor, Antonio realizes that travel is a big part of any retirement plan.  Antonio weaves your optimal travel to correspond with all financial, investment, and legacy goals. 

In their free time, Liz and Antonio enjoy taking their 11-year-old son to our National Parks . . . 41 out of 63 & counting . . .