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John C Lopez

John Lopez

Bio

After a career in Corporate America, took early retirement and began teaching at the Bauer College of Business.| More information at https://www.linkedin.com/in/johnclopez/ | Created, manages and teaches 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.| Teaches courses in Corporate Finance, Personal Financial Planning, Personal Insurance, Retirement Planning, and Estate Planning.| 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
  • Financial Planning and Insurance FINA 4353
  • Practicum in Personal Financial Planning FINA 4328
  • Principles of Personal Finance FINA 3332
  • Principles of Financial Management FINA 4325
  • Retirement and Estate Planning GENB 3300
  • Introduction to Personal Finance

Education

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