The power of investing now

Get your financial future on track

    With over fifteen years of experience, meet the Team that is right for you. 

 

 

Federico A Lopez

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CT
  • FL
  • GA
  • MA
  • NJ
  • NY
  • PA
  • PR
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Alejandro Y. Calderon

Director

Senior Wealth Strategy Associate

Role: Senior Wealth Strategy Associate

Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.

Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).

Professional History:

Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients.

His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. Since 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.

He holds industry licenses on a federal level since 2008, including series 7, series 66, and series 65. Locally, he holds insurance and annuity licenses since 2015, including life, health, disability, and variable annuities.

Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.

Registered States:
  • FL
  • GA
  • NJ
  • NY
  • PA
  • PR
  • VI
Home Worker FL
Home Worker FL, FL 000

Email Me

Joanna Rodriguez

Client Associate

Role: Senior Client Service Associate

Education: Earned a B.A. in Marketing from Interamerican University of Puerto Rico

Responsibilities:

  • Joanna is responsible for leading the team’s client service and administration efforts. She brings a unique perspective to her role. She approaches every relationship with empathy, understanding and a commitment to helping clients move successfully through financial challenges toward their goals.

Professional History:

  • Has 22 years of experience in UBS, first as Administrative Assistant and now as Senior Client Service Associate.

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Isabella Garcia Toro

Client Associate

  • Role: Client Service Associate
  • Responsibilities: 
    • With a legal background, Isabella's areas of expertise include records management, research and and data analysis, and account opening processes for personal, corporate and trust accounts. 
  • Education:
    • Juris Doctor, University of Puerto Rico, School of Law, San Juan, PR (May 2015)
    • Bachelor of Arts in English and Women’s Studies Villanova University, Villanova, PA (May 2012)
  • Professional History:
    • Before joining UBS in January 2020, Isabella dedicated her time to a non-profit organization dedicated to rebuilding houses after Hurricane Maria.
    • Isabella's experience include various internships in legal industry, as an associate in the Litigation Department at renowned Law Firm in Puerto Rico and Summer Associate the years prior. 

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

    With over fifteen years of experience, meet the Team that is right for you. 

 

 

Federico A Lopez

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CT
  • FL
  • GA
  • MA
  • NJ
  • NY
  • PA
  • PR
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Alejandro Y. Calderon

Director

Senior Wealth Strategy Associate

Role: Senior Wealth Strategy Associate

Responsibilities: Primarily covers economic research, investment analysis, portfolio reviews, and wealth planning.

Education: BA in Finance and Marketing from the University of Puerto Rico in 2002. Alumni of Colegio San Ignacio (1998).

Professional History:

Joined UBS in 2005 and became a member of Lopez Wealth Management Group in 2020 as a Senior Wealth Strategy Associate. Before, he was a consultant under the Puerto Rico Consulting Group, with an expertise in analysis of investment strategies, particularly third-party money management, and servicing High Net Worth clients.

His primary objective was to supervise the development and integration of Advisory Programs from a Global Wealth Management perspective into local client portfolios. Since 2003, he spent time between Maryland and Washington DC as a Grants Management Specialist for SAMHSA, a federal agency under the United States Department of Health and Human Services.

He holds industry licenses on a federal level since 2008, including series 7, series 66, and series 65. Locally, he holds insurance and annuity licenses since 2015, including life, health, disability, and variable annuities.

Personal Note: Born in Maracaibo, Venezuela and raised in San Juan, Puerto Rico. He is the oldest of 3 brothers. Currently lives in Weston, FL with his wife and 3 children.

Registered States:
  • FL
  • GA
  • NJ
  • NY
  • PA
  • PR
  • VI
Home Worker FL
Home Worker FL, FL 000

Email Me

Joanna Rodriguez

Client Associate

Role: Senior Client Service Associate

Education: Earned a B.A. in Marketing from Interamerican University of Puerto Rico

Responsibilities:

  • Joanna is responsible for leading the team’s client service and administration efforts. She brings a unique perspective to her role. She approaches every relationship with empathy, understanding and a commitment to helping clients move successfully through financial challenges toward their goals.

Professional History:

  • Has 22 years of experience in UBS, first as Administrative Assistant and now as Senior Client Service Associate.

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Isabella Garcia Toro

Client Associate

  • Role: Client Service Associate
  • Responsibilities: 
    • With a legal background, Isabella's areas of expertise include records management, research and and data analysis, and account opening processes for personal, corporate and trust accounts. 
  • Education:
    • Juris Doctor, University of Puerto Rico, School of Law, San Juan, PR (May 2015)
    • Bachelor of Arts in English and Women’s Studies Villanova University, Villanova, PA (May 2012)
  • Professional History:
    • Before joining UBS in January 2020, Isabella dedicated her time to a non-profit organization dedicated to rebuilding houses after Hurricane Maria.
    • Isabella's experience include various internships in legal industry, as an associate in the Litigation Department at renowned Law Firm in Puerto Rico and Summer Associate the years prior. 

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me