Miriam  Lopez,  CFP<sup>&reg;</sup> - Financial Advisor

Miriam Lopez, CFP®

MBA,CLU®,ChFC®

CFP, CLU, ChFC

US Financial Services

375 Passaic Ave, Ste 100
Fairfield, NJ 07004
FINANCIAL ADVISOR'S WEBSITE
(732) 904-2425

General

Miriam Lopez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at US Financial Services in Fairfield, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: NY,NJ,CT
  • Health/disability insurance: NY, NJ, CT
  • Fixed annuities
  • Variable annuities: NY, NJ, CT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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