Emma Lopez is a seasoned financial professional with extensive experience in financial advising and investment management. Currently serving as a Financial Strategist at the Society of Financial Service Professionals since July 2020, Emma previously held roles as a Financial Advisor at Virginia Asset Management and Edward Jones, where skills in understanding client goals and risk tolerance were emphasized. Earlier career experience includes a Presales Technical Consultant position at Stibo Systems, focusing on Master Data Management in Healthcare, and a Sales Engineer role at Covisint, where business and technical requirements were analyzed to provide solutions. Emma holds a Master's degree in Banking and Financial Support Services from California State University, Fullerton, and a Bachelor of Science in Marketing/Marketing Management from Wake Forest University.
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Society of Financial Service Professionals
The Society of Financial Service Professionals, known as FSP, is a nationwide professional association that has spent more than 95 years delivering on its mission of empowering advisors to provide the highest level of client service possible. The hallmarks of FSP include cutting-edge education, opportunities for collaboration, and a strong commitment to ethical behavior. As part of its long and accomplished history, FSP has been instrumental in elevating the financial services profession across all disciplines. Always a forward-thinking association, FSP has maintained relevance by not just meeting but anticipating the needs of advisors and proactively addressing them. Recognized by many as the premier source of high-caliber educational resources for financial advisors, FSP provides timely content of value, with offerings covering a wide variety of specialties at all levels of proficiency. With FSP, advisors have a unique partner that takes a holistic approach to helping them grow in both technical and practical expertise. Working with recognized authorities in their respective disciplines, FSP delivers top-tier content with practical and immediate applicability. Committed to maintaining its long-standing tradition of educational excellence, FSP is constantly moving forward to provide the latest in technical programming while also serving as a source of practical tools and training that will help advisors drive revenue and grow their practice.