Meet Your Advisor

Sofia Lopez

Cumulus Advisor, CFP

101 Monument Circle
Indianapolis IN, 46032

Phone (317) 616-1072
Email sofia.lopez@cumulus.com

Sofia Lopez has been a veteran in financial services industry. She has nearly 32 years of field sales and home office leadership experience. In March 2015, she assumed responsibility for our entire client experience function. She is hyper-focused on ensuring all of our clients are able to achieve their financial dream.

Solutions to fit your needs

Here to help you plan for today and tomorrow

With so many options and complex information, making financial decisions isn't easy. That's why I'm here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we're in this together for the long haul, so you can count on me to help manage and update our approach as your life changes.

Contact Me, Today

Retirement Planning

How do you make sure that you'll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.

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Managing Your Finances

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.

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Getting Married

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

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