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Biography

Liana Lopez is currently a Practice Operations Specialist at Cerity Partners with over five years of experience supporting client managers and financial advisors in the wealth management and retirement services industry. She has a strong background in operations and administrative support and is known for being highly organized, detail-oriented, and committed to delivering exceptional service. Liana cares deeply about the client experience, building quality relationships, and making an impact while continuously improving processes and supporting the success of her team.

Outside of work, Liana enjoys staying active, exploring new places, spending quality time with friends and family, and immersing herself in reading. She has a strong love for animals, including her Rottweiler, Chubb.

Learn more about my practice.

Education

  • Baldwin Wallace University - Bachelor of Science

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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.