John Lopez

After a career in Corporate America, took early retirement and began teaching at the Bauer College of Business. 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

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