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John C Lopez

Clinical Assistant Professor

John Lopez

Bio

Since the undergraduate days at the University of Houston’s Bauer College of Business, John C. Lopez, CFP(R) 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 cash flow, 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).

He created and manages the Personal Financial Planning Track at the Bauer College of Business. It is a CFP(R) Board Registered Education Program and upon completion students are eligible to sit for the CFP(R) Exam. He is the recipient of the 2015 Bauer College of Business' Wayne and Kathryn E. Payne Award for Excellence in Teaching and the 2016-2017 University of Houston Teaching Excellence Clinical Award.

Areas of Expertise

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

Contact Info

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

Courses

  • FINA 4352
  • FINA 4353
  • FINA 4328
  • FINA 3332
  • GENB 3300

Education

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