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Richard M. Lopez profile image

Richard M. Lopez

Senior Partner at Lopez and Company, LLP
Intro Book
Richard M. Lopez, a seasoned finance professional with 31 years of experience, holds a Bachelor of Science in Accounting and Finance from the University of Southern California, and is proficient in auditing, accounting, finance, and management consulting.
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Location
Temecula, California, United States, US
Skills
  • Auditing
  • Accounting
  • Finance
  • Tax
  • Management Consulting
  • Show all
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Bio

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I am Richard M. Lopez, a seasoned finance professional based in Temecula, California, with over 30 years of experience in auditing, accounting, and management consulting. I am a Senior Partner at Lopez and Company, LLP, where I focus on client satisfaction through strategic tax, retirement, and estate planning services. My journey began with a Bachelor of Science in Accounting and Finance from the University of Southern California, and I have held various leadership roles, including Managing Partner at The Lopez Group, LLP. I am proficient in financial analysis and reporting, and I have extensive experience overseeing audit and consulting engagements. My commitment to excellence and strategic planning has shaped my career, and I look forward to continuing to make a positive impact in the financial sector.

Experience

  • Lopez and Company, LLP
    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Partner
      • Jan 1998 - Present

      My primary goal is to ensure client satisfaction with our services. Our firm offers strategic tax, retirement, and estate planning for business and individuals. We also provide compliance services for both businesses and local governments in the area of Federal Acquisition Regulations (FAR).

    • Managing Partner
      • Jan 1993 - Present

  • Vargas, Lopez and Company
    • Partner
      • Jul 1996 - Jan 1998

      Partner in charge of Los Angeles Offices. Responsible for oversight of all audit, tax and consulting engagements.

  • Richard Lopez, CPA
    • Owner
      • Jan 1993 - Jun 1996

      Sole Proprietor, CPATax servicesManagement Consulting

  • H. Alpert & Company
    • Chief Financial Officer
      • Jan 1990 - Dec 1992

      Manufacturer of fragrances and cosmetics

  • Public Storage
    • Chief Accounting Officer
      • May 1989 - Dec 1990

      Responsible for the accounting and reporting for the company's $400M real estate investment trust.

  • Weyerhaeuser Mortgage Company
    • Chief Accounting Officer
      • May 1984 - May 1989

      Managed all accounting and reporting for a $120M real estate investment trust. Managed the process of taking the REIT public which included the S-11 registration and all requisite "blue sky" requirements of states.

  • Coopers & Lybrand
    • Supervisor Auditor
      • Aug 1979 - May 1984

      Audit Supervisor. Client industries included banking, manufacturing, defense contractors, security broker/dealers and local government agencies.

Education

  • 1975 - 1979
    University of Southern California
    Bachelor of Science (B.S.), Accounting and Finance
  • 1971 - 1975
    Loyola High School

Suggested Services

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Industry Focus. “Accounting and Auditing”

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