Sofia Rene Lopez
Sofia Rene Lopez is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. She has been certified in the state of California for annuities, life insurance, estate planning, trusts, and group insurance.
After 12 years working in sales, she made the decision to become a financial advisor. Over the first year and a half as an agent she has helped close over 30 million dollars in insurance policies by choosing, investing, and managing plans that offer safe investments and excellent returns. As a financial planner, Sofia’s main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. Sofia will always listen to your concerns, share all information about potential investments, including: benefits, risks, and tax issues, and treat your financial goals with the same care and interest she devotes to her own.
Sofia looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments. Contact Sofia Lopez by email at firstname.lastname@example.org or call (323) 219-2245 and let’s get to work on your future.