MIAMI/SOUTH FLORIDA: Odalis M. Lopez, President and Founder of Sterling Benefits Group, LLC, serving Miami and South Florida. Odalis has been working in the financial and insurance industry since 1994 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in June of 2007. As President and Founder of Odalis M. Lopez Financial Associates, LLC, Odalis provides her clients with financial services and risk management by designing plans that use strategies to build and protect their families and wealth. She specializes in taking the confusion out of retirement and financial planning by creating a detailed, yet easy to understand financial analysis to fit their specific needs.
Visit Odalis' website at omlfinancialassociates.com. Call Odalis at 305-677-2238 or contact her via our contact form.
SARASOTA: SANDRA KEIR, CFP®, CRC, Financial Planner and Financial Advisor. Sandy has over 25 years of experience in the financial services industry and has worked at such well-known companies as Merrill Lynch, Lincoln National Life and Prudential Financial. Sandy earned the CERTIFIED FINANCIAL PLANNER® designation in 1989 and Chartered Retirement Planning Counselor designation in 2009.
SANDWICH: MIKE A. JUMP, LUTCF. Mike A. Jump's Financial Career began in 1980 with Prudential. For the past 39 years, Mike has been a Financial Advisor & Registered Representative, with the most recent 6 years as an Independent Registered Representative with Chelsea Financial Services. Mike primarily focuses on Wealth Accumulation and Retirement Planning, managing over $100 million in assets, including, but not limited to, Mutual Funds, Variable Annuities, Fixed and Index Annuities.
BROOKLYN: JON FRANCO Owner/President of J Franco Wealth Management. Investment Advisor & Senior Principal. With over 20 years of experience in Financial Services, Jon is an experienced Business Owner with a demonstrated history of excellence in the financial services industry. Skilled in Portfolio Management, Wealth Management, Wealth Building, Financial Planning, Securities, Asset Management, and Retirement Planning. Jon Franco graduated from Baruch College, City University of New York (CUNY).
HUNTINGTON STATION: NICK IARROBINO, Financial Advisor | President and CEO, Premier Financial Network. Nick began his career in Finances with MetLife in 2005 after graduating from the University of Deleware in Leadership and Consumer Economics. At MetLife, Nick was primarily working with clients to diversify their portfolios and create income in retirement. In 2015, Nick founded Premier Financial Network in Huntington Station, NY with one mission: To help his clients achieve their financial goals by developing and implementing strategies that accumulate, preserve and distribute their assets in the most efficient manner.
STATEN ISLAND: FRANK CILENTO, Frank Cilento serves as President of FJC Financial Group, located in Staten Island, New York. A graduate of St. John’s University, Frank holds a B.S. in accounting and finance. Frank has been in the financial services industry for over 30 years. He began his career in a national accounting firm and has accumulated extensive experience in tax and business planning. Frank is licensed to to sell securities in CT, NC, NJ, NY & PA. He is licensed to sell Life and Health insurance and Fixed Annuities in CT, FL, NC, NJ, NY, PA & TX.
STATEN ISLAND: JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor. Over 23 years of experience in Financial Services has enabled John Pirozzi to excel in assiting clients with retirement planning, estate planning, investments, insurance and more. John also has extensive experience working with NYC Pensions, a huge advantage for NYC government employees and retireees. John is licensed in NY, NJ, PA, FL, SC & TN. John also offers life, health and long-term care insurance.
STATEN ISLAND: CHRISTOPHER "CHRIS" VETRANO, Investment Advisor and Securities Principal for Chelsea Financial Services, primarily serving Staten Island / New York City and the Tri-State Area: New York, New Jersey and Connecticut. Chris specializes in Wealth Building and Wealth Management.
LELAND: GREG DEROCCO , Owner of deRocco Financial Group. Boasting a career spanning more than three decades in the financial industry, Greg brings a straight forward approach to a disciplined investment strategy. Greg has an extraordinary work history that started in 1985, when he became a licensed Agent of First Investors. In 1986 Greg received a degree in Finance from Iona College with a concentration on Investments and Portfolio Management. Immediately following graduation, Greg went to work for The National Association of Securities Dealers (NASD), which is now known as FINRA. Greg gained experience by investigating more than 100 financial firms during his tenure.
RALEIGH: TONY MCNEILL, Owner of McNeill Financial Partners. Over 20 years of experience in Financial Services has well prepared Tony to partner with YOU on YOUR financial walk. McNeill Financial Partners provides financial services, retirement planning, college savings and education planning, and income planning. Tony also provides insurance planning that includes long-term care, disability, and life insurance.