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Raquel Lopez, CFP®, CPWA®

Raquel Lopez, CFP®, CPWA®

Vice President,
Financial Advisor

Financial Advisors

Raquel is a wealth advisor based out of San Antonio, TX.

CAPTRUST welcomed Raquel in 2021. She helps clients plan, develop, and implement strategies to achieve their financial goals. Raquel understands that every path is different. She enjoys helping each client navigate these individual stages of life.

Raquel joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where she was a wealth advisor. Before Covenant, Raquel served as the vice president of investor relations for Covenant Global Investors, managing the firm’s family office services. She began her career at the Greater Oklahoma City Chamber, where she served in the member relations office. Raquel earned her Bachelor of Business Administration degree from Southern Nazarene University.

Raquel lives in San Antonio with her husband Tony, their three children, and their dog Bella. Outside of work, she enjoys watching her son play Little League baseball, going to the beach, and watching football.

Education

  • Bachelor of Business Administration degree from Southern Nazarene University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor®
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