Colleen Lopez, CFP®, is a Wealth Advisor at Corient, where they focus on helping clients achieve their life goals through strategic financial planning. They have a Bachelor of Science in Financial Planning from the University of Illinois at Urbana-Champaign, attained in 2014. Colleen’s previous roles include Financial Advisor at Private Vista LLC and Senior Wealth Office Consultant at Fiducient Advisors. They also have experience as a Senior Financial Planner and Financial Planner at Capstone Financial Advisors Inc. and completed internships in wealth management at Merrill Lynch and a Private Wealth Management Company.
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