Francisco Lopez, CFA

Investment Management and Operations Associate

Francisco joined Willow Creek Financial in 2025 and supports all compliance and trading operations of the firm. Formerly he was at a hedge fund and was responsible for all aspects of investor relations and trade management.

Designations and Education

  • B.A., Economics, University of California, Berkeley
  • CFA® Chartered Financial Analyst

Personal

  • Although a California native, Francisco spent the past 25 years in New York but is happy to return to the West Coast.
  • In his spare time, he enjoys exploring the great outdoors with his family.