Lorenzo A. Sanchez Lopez

PATHVIEW WEALTH ADVISORS

SAN DIEGO, CA 92108

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CRD#: 6746653

Professional summary

Lorenzo Andres Sanchez Lopez, CFP®, who also goes by Lorenzo Sanchez, is a registered financial advisor currently at PATHVIEW WEALTH ADVISORS located in San Diego, California.

Lorenzo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lorenzo has worked at 2 firms .

Question & Answer

What are your service offerings?

Insurance Planning

Tax Planning

Debt Management

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

Lorenzo Sanchez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorenzo Andres Sanchez Lopez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

October 29, 2020 - Present

PATHVIEW WEALTH ADVISORS

Office #1: 1455 Frazee Road Suite 700, San Diego, CA 92108

RIA

CRD#: 308292

SAN DIEGO, CA

Past

February 6, 2017 - November 9, 2020

ROWLING & ASSOCIATES

RIA

CRD#: 160864

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PATHVIEW WEALTH ADVISORS

PATHVIEW WEALTH ADVISORS | ROWLING & ASSOCIATES LLC

CRD#: 308292 / SEC#: 801-118761

RIA

Registered Investment Advisory firm - (5/20/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/29/2020)

IAR

Texas
(3/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PATHVIEW WEALTH ADVISORS

PATHVIEW WEALTH ADVISORS | ROWLING & ASSOCIATES LLC

CRD#: 308292 / SEC#: 801-118761

RIA

Registered Investment Advisory firm - (5/20/2020 Approved)

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Contact information

Main Address

1455 Frazee Road Suite 700, San Diego, CA 92108

Mailing Address

Phone number

(619) 295-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,332
AUM (Assets Under Management)	$ 579,618,540

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Lorenzo A. Sanchez Lopez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorenzo Andres Sanchez Lopez's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATHVIEW WEALTH ADVISORS

ROWLING & ASSOCIATES

Primary Firm SEC Registration

PATHVIEW WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

PATHVIEW WEALTH ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATHVIEW WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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