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Karin Lopez, MBA

Partner

Albany

Client Advisory

Biography

Karin is a Partner & Wealth Advisor in the Albany, NY office. She offers financial planning services across areas such as investments, tax, estate, and retirement planning for individuals, families, corporate executives, and business owners. She advises clients on all aspects of their financial lives, including investments, estate and income tax planning, retirement, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Karin joined Graypoint LLC, a comprehensive financial planning and wealth management firm based in the Capital Region of New York, merging her business practice and clients from Arista Wealth Advisors and worked as a Senior Vice President of Financial Counseling.

Learn more about my practice.

Education

  • B.A. in Psychology from the University at Albany
  • MBA from the University at Albany

Highlights

  • Actively holds a Life Accident and Health Insurance license with NYS
  • Previously held FINRA Series 7 and Series 63 securities registrations
  • Attended and completed the Cannon Trust School in Boston, MA
  • Inducted into Beta Gamma Sigma – National Honor Society at University at Albany

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.