Sarah Lopez, CFP^®

ASSOCIATE, WEALTH SERVICES

Sarah Lopez is a Wealth Associate with Morse Towey White & Hoffman, where she provides comprehensive financial planning tailored to each client’s unique goals and life circumstances. She earned her CERTIFIED FINANCIAL PLANNER^™ designation in 2024 and brings a thoughtful, education-driven approach to wealth management.

A native New Yorker from Astoria, Queens, Sarah graduated from American University with a bachelor’s degree in international studies and a minor in Religious Studies. Her academic background reflects her global mindset and a deep interest in values-based decision-making.

Before joining the financial services world, Sarah worked in the nonprofit sector, designing financial literacy programs for women experiencing ultra-poverty. That experience continues to shape her empathetic and client-centered philosophy. She is passionate about empowering individuals through financial education and being a steady presence during life’s most challenging moments.

Sarah lives in Astoria with her husband and their son. She brings warmth, clarity, and dedication to every client relationship, helping families build financial resilience and long-term security.