Bavy Lopez

Office: Knoxville
1225 Weisgarber Road
Suite 180
Knoxville, TN, 37909
(865) 246-1681

Contact
Bavy.lopez@continuumpp.com
Direct: (865) 246-1725
Cell: (931) 624-6006
Fax: (865) 246-1755

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Our Partners- Bavy Lopez

Bavy's Team

Elysia Bullock
elysiabullock@financialguide.com
(865) 246-1758

Many people are nervous to learn where they stand with respects to their retirement or other financial goals. This means people ignore the problem until it is too late. What we hope our clients find, however, is relief once they understand what it will take to help meet their goals.

I realized, back in the early 2000’s, that my financial advisor earned his living by talking to people and helping them solve their financial problems. I am passionate about building relationships with my clients and helping them write the most fulfilling version of their life’s story.

When we first start working with our clients, they have questions like: Have we saved enough? Will we outlive our money? What happens if one of us predeceases the other? What about long term care? Will we be able to continue our current quality of life? What happens to the business?

These are common questions and shared by many people nearing, or already in, retirement. These are also questions that young families and business owners should ask themselves, as well. However, by determining what it will take to meet their goals, our clients are no longer afraid of the unknown and can focus on making progress.

Areas of Expertise:

  • Retirement Income Planning
  • Financial Planning for Families
  • Risk Management
  • Portfolio Management

Education:

United States Military Academy at West Point Bachelor of Science - Economics

Affiliations:

Chairman, Florence Crittenton Agency Executive Board
Board Member, Knoxville Zoo
Treasurer, West Point Society of East Tennessee
Leadership Knoxville, 2013
Greater Knoxville Business Journal’s 40 under 40 in January of 2013

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Bavy would be a good fit for you? Give him a call today.

More About Bavy...

Bavy grew up in Fallon, NV and was selected to attend the United States Military Academy at West Point in 1994. After earning a Bachelor of Science in the field of Economics, Bavy served 6 years in the US Army at Fort Campbell, KY with the 2nd Brigade of the 101st Airborne Division. Upon resignation from the military at the rank of Captain, Bavy entered the financial services industry. Bavy joined Capital Financial Group (CFG) in February of 2010, where he started as a Financial Advisor, then Sales Manager, Assistant General Agent and now Partner. In order to provide a higher level of planning to clients with more complex situations, in 2015 Bavy joined Continuum Planning Partners (CPP).
Bavy currently serves as: Chairman of the Florence Crittenton Agency Executive Board; Board Member, Knoxville Zoo; and, Treasurer, West Point Society of East Tennessee. Bavy was also privileged to participate in Leadership Knoxville, 2013, and was selected for the Greater Knoxville Business Journal’s 40 under 40 in January of 2013. Bavy lives in Knoxville, TN with his amazing wife, Tina, and their children: Garet, Charlotte and Logan. Humbled by fatherhood, Bavy keeps a smile on his face and sometimes learns more than he teaches. Outside the office, the Lopez Family enjoys travel, camping and the great outdoors.
Interested in working with Bavy? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.