COLLEEN LOPEZ

MY FINANCIAL SERVICES CAREER BEGAN IN 2014

My passion for financial planning started on my first day of college when I chose to major in Financial Planning. I loved every class and the idea that the landscape is always changing. I enjoy getting technical with spreadsheets and numbers, but what I love most is building deep relationships with people and empowering them to make informed decisions to reach their goals. I believe my true strength is understanding the human side of the equation and working alongside clients to translate complex and “scary” topics into areas clearer and more attainable.  

MY PRIVATE VISTA 

My Private Vista is being on the beach with my family on our annual vacation in Boca Raton, Florida. I have been lucky to go almost every year with my parents, sister, aunt and uncle, and cousins. As all our families expand, my husband and I hope to carry on the tradition of going to that same beach with our future children and grandchildren, just like my grandparents did when I was a child.  

COMMUNITY

• Volunteer tax preparer, Ladder Up

• Former auxiliary board member, Midtown Educational Foundation 

EDUCATION

• Bachelor’s degree in Agriculture & Consumer Economics with a concentration in Financial Planning 

• James Scholar Honors Program