About Company

Coffeehouse Capital is a Fresno, CA–based fee-only fiduciary investment advisory and financial planning firm that provides virtual wealth management, retirement planning and investment management for busy professionals, small business owners, medical and tech professionals, and retirees; Coffeehouse Capital emphasizes a transparent, process-driven approach with no commissions or asset minimums, offers project or hourly engagements as well as ongoing fiduciary advice, and is led by CFP® Tommy Lopez with the goal of simplifying complex financial decisions and helping clients pursue long-term financial independence.

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