Broker Check
Claudia Lopez

As a unique resource for Latino professionals, business owners, and families, my mission is to help protect and preserve my clients’ assets. I strive to help my clients’ to achieve their financial goals and dreams, therefore creating a lasting legacy.

With over 10 years of Financial Services experience, as well as my own experiences, I understand the importance of planning ahead. I educate my clients’ to help them understand the process of reaching their financial goals while also developing an approach that fits each clients’ individual needs.

I pride myself on having integrity as well as a collaborative approach. I serve my clients by placing their interests and needs first. I use a strategic approach to understand the facts as well as the client’s feelings, in order to build relationships and make future adjustments.