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Miriam Lopez, MBA, CFP®, CLU®, ChFC®

Miriam Lopez, MBA, CFP®, CLU®, ChFC®

Advisor

Miriam Lopez, CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Life Underwriter®, and Chartered Financial Consultant®, brings over 35 years of domestic and international banking and finance experience to her wealth management and estate planning practice. Miriam holds an MBA in finance from Pace University.

An active member of her community, Miriam served as president of the Bergen County Hispanic–American Chamber of Commerce and sat on the board of trustees of the Scholarship Foundation of New Jersey, the predecessor of the Hispanic Business Council Scholarship Foundation of New Jersey (HBCSF). Since 1994, she has been involved with the HBCSF in every capacity and currently serves as the scholarship chair and as a trustee. Miriam also served on the national board of Girls Inc. and is a founding member of the Women’s Golf Association of New Jersey (WGANJ), where she served as chair and sat on the governing board. In addition, she is a graduate of the leadership program Bergen LEADS, class of 2011. Miriam also teaches a financial planning course to undergraduates at William Paterson University in Wayne, New Jersey.