Ernesto Lopez

Executive VP; Expert in Infinite Banking, Financial Planning, Budgeting, 401k Rollovers, Indexed Universal Life, IUL

Ernesto Lopez is an Executive Vice President at Five Rings Financial, LLC, specializing in Infinite Banking and financial planning.1 With over 3 years of experience in the financial industry, he focuses on guiding clients through various aspects of money management, retirement planning, and wealth creation.1

Background and Experience

Ernesto's professional journey includes:

Military Service: Before entering the financial sector, he served as an officer in the U.S. Army for 20 years.1
Education: He is a graduate of West Point and holds a Master's in Business from the University of Kansas.1
Current Role: As an Executive VP at Five Rings Financial since March 2016, he has been working with clients for over 8 years.1

Areas of Expertise

Ernesto specializes in several financial services, including:

Infinite Banking
Financial Planning
Budgeting
401k Rollovers
Indexed Universal Life (IUL)
Business succession planning
Tax-free retirement strategies
Living Benefit Life Insurance

Client Focus

Ernesto's ideal clients are:

Individuals struggling with financial management
Business owners seeking cash flow solutions
Veterans, particularly those with Thrift Savings Plans
Real estate professionals

He emphasizes helping clients who feel financially overwhelmed and are concerned about having sufficient funds for retirement.1

Approach to Financial Services

Ernesto describes himself as part of a team of financial educators at Five Rings Financial. They conduct educational events such as "Money 101 and Wine, Women and Wealth" throughout Dallas, Fort Worth, and El Paso.1 His approach focuses on creating "Raving Fans" through excellent service and financial guidance.