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About Catherine Lopez
Throughout Catherine’s 30 plus years in the financial services industry, she has become passionate about helping her clients to plan and protect for their future, and the future of their loved ones. Her goal is to help ensure that her clients, friends and family feel comfortable with plans for their future.
Catherine is adept at financial analysis and management, certified as an Accredited Asset Management Specialist (AAMS), registered with the U.S. Securities and Exchange Commission, and holds multiple FINRA licenses.
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