Chelsea Financial Services

Meet Odalis M. Lopez

CERTIFIED FINANCIAL PLANNER™ | Financial Advisor

MIAMI/SOUTH FLORIDA | FLORIDA

Directory of Financial

Odalis M. Lopez, CFP®, 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. Directory of Financial  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.

Contact Odalis via our Contact Form

Visit Odalis’ website at omlfinancialassociates.com

Visit Odalis’ LinkedIn Profile

Specializations: Financial Planning, Employee Benefits, Insurance

Certification(s):  CERTIFIED FINANCIAL PLANNER

Area(s) Served: Miami, FL | South Florida

Securities Licenses:  Series 6, 7, 65

Licensed to sell securities in:  Florida

Insurance:  Life, Annuities, Health, DI, LTC | Medicare & Medicare Advantage Specialist

Licensed to sell insurance in:  FL, MS, LA, MN, NC, TN, TX

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