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Miriam Lopez, MBA, CFP®, CLU®, ChFC®

Miriam Lopez, MBA, CFP®, CLU®, ChFC®


After a successful 20-year career in commercial and investment banking, financial planning was the perfect transition for Miriam to use her life, business, and financial experience to guide clients in the pursuit of their life’s goals.

Miriam’s perseverance and extensive experience make her an invaluable asset to U.S. Financial, and her clients. She holds an MBA in Finance from Pace University and studied for a year at the University of Valencia in Spain during her time as an undergraduate. In 1993, she obtained her CERTIFIED FINANCIAL PLANNER™ certification and transitioned to financial planning.

In her free time, Miriam enjoys traveling, playing golf, reading, and attending the theater. She is heavily involved in the community, having served several local organizations including the Bergen County Hispanic-American Chamber of Commerce and the Scholarship Foundation of New Jersey.