Katie Lopez is a Client Services Associate at FedWise Advisors, LLC, bringing more than 15 years of experience in financial services, wealth management, banking, and client relationship management. With a background in both financial and client services, Katie is dedicated to helping individuals and families navigate financial decisions with clarity and confidence.

Credentials & Licensing

Securities Registrations

Series 65 securities registrations, held through LPL Financial

Find me on SEC.gov

Background

Katie brings more than 15 years of financial services experience spanning wealth management, banking, lending, and tax preparation. Before joining FedWise Advisors, she held positions with Navy Federal Credit Union, Mid Atlantic Farm Credit, and Fiducial.

With a personal connection to the federal community through family and an extensive network of federal employees and retirees, Katie understands the unique financial considerations federal workers face throughout their careers and into retirement.

Philosophy

Katie takes pride in creating a positive client experience, emphasizing consistency, clear communication, and attention to detail in every client relationship. She believes that being responsive, anticipating client needs, and following through on the little things can make a meaningful difference in every client relationship.

At FedWise Advisors, Katie is committed to helping federal employees and retirees navigate retirement, investments, federal benefits, and long-term financial goals.

Areas of Expertise

• Client Relationship Management

• Client Onboarding & Account Services

• Financial Operations & Administrative Support

Outside the Office

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