Valeria Lopez

Valeria Lopez is currently an Investments Representative at Fidelity Investments, where they manage customized, tax-sensitive portfolios and oversee investment selection for high net worth clients. Previously, Val held various positions at Fidelity, including Investment Manager and Financial Representative. They earned a Bachelor of Arts in Finance from Seattle University and a Master of Business Administration from The University of Chicago Booth School of Business. Additionally, Val is a CFA® Charterholder and a Certified Financial Planner (CFP®). Prior to their role in investment management, Val worked as a Student Counselor at Seattle University's Summer Business Institute.