Client Service Advisor
In May 2022 Lupe Mata joined the Granite Harbor family as a Client Service Advisor. Lupe brings a passion for assisting families on their financial journeys. His prior financial services experience includes previous employment with Fidelity Investments and as an Associate for a boutique Wealth Management Firm in Houston, TX.
Lupe received a B.S. Degree in Economics with a Minor in Psychology from Villanova University. Lupe holds licenses for the FINRA Series 7 and Series 66, as well as a State of Texas Life Insurance License. Additionally, having completed a certification education program for Rice University, Lupe is nearing his goal of becoming a Certified Financial Planner.
Outside of the office Lupe enjoys spending time with his amazing wife and 4-month-old daughter. He also enjoys exploring new restaurants, hitting bike trails, and spending time with family and friends.