Francisco Xavier Lopez
Investment adviser representative at Willow Creek Financial
18 yearsExperience
1 stateRegistered in
CFADesignation
$528.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Willow Creek FinancialJul 2025 to now
- System 2 AdvisorsNov 2018 to Jul 2025
- Self-employedNov 2017 to Nov 2018
- Quotient InvestorsMay 2008 to Oct 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Willow Creek Financial
Legal name: Orin Green Financial, LLC
$528.8MAssets managed
238Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4867375
- Firm CRD
- 285670