Guadalupe Mata

Client Service Associate

Lupe has over three years of financial services industry experience. He is passionate about assisting families on their financial journey. Prior to joining Stavis & Cohen in May 2021, Lupe served as a Financial Representative at Fidelity Investments and served as an Associate for a large Wealth Management Firm. 

He graduated from Villanova University Business School in 2013 with a degree in Economics and Psychology. He holds Series 7 and 66 Licenses as well as the Texas Life Insurance License. In addition, he completed Rice University's CERTIFIED FINANCIAL PLANNER™ Certification Education program in May 2021. 

His future career goals include becoming a CERTIFIED FINANCIAL PLANNER™. Mr. Mata is a member of the FPA Houston Chapter.  

Outside of the office, Lupe enjoys spending time with his amazing wife - they are expecting their first child soon! He also enjoys exploring new restaurants, hitting bike trails and spending time with family and friends.