Sara Lopez
Senior Client Services Associate
Sara Lopez serves as Senior Client Services Associate at NewSpring Wealth Partners.
She plays a pivotal role in serving clients and delivering an exceptional experience. Her responsibilities include guiding clients seamlessly through the onboarding process, ensuring all necessary paperwork is completed, and serving as a trusted resource for any inquiries they may have.
Sara has over 15 years of experience in the financial industry and a deep understanding of client needs and financial processes. She started her career as a Teller and Personal Banker before spending four years at Goldman Sachs as a Sales and Service Manager. She most recently served as Relationship Manager at Paragon Private Wealth Management.
Outside of her professional endeavors, Sara has proudly called Modesto home for the past decade, sharing her life with her partner of five years, Jon, and their two wonderful children. She’s an avid traveler, enjoys visits to Disneyland, and possesses a passion for culinary pursuits. During her leisure time, you’ll often find her engrossed in a good book, indulging in movies and TV shows, or hosting gatherings with friends and family.
