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Katelin   Lopez-Alibudbud

Katelin Lopez-Alibudbud

Client Service Associate

In 2018, I joined Planned Solutions, where I played a vital role in providing office support for both the operations and financial advisors of the company. One of my key responsibilities is ensuring smooth processes during tax season. This includes meticulously maintaining records of all received documents and assembling tax returns for timely delivery.

One of the aspects I cherish most about my work at Planned Solutions is the familiarity we have with our clients. We genuinely care about them as individuals, which allows us to know about their lives and, in turn, they become familiar with ours. We strive to provide the best customer experience across the board, working diligently to ensure our clients' needs are met. Our team of advisors is truly exceptional, and as support staff, we are committed to translating their expertise into the work we do for them.

Outside of my professional life, I enjoy traveling with my husband. We make it a goal to explore a new country every year.