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.
As President and Co-Founder of Sterling Benefits Group, LLC, Odalis also works with business owners and individuals who want to save money while providing them with the best options in the market. The Sterling Team capably guides business owners and families through the healthcare and insurance dilemmas they face. Odalis also has extensive experience in helping Seniors with Medicare options.
With over 20 years of experience in the industry, Odalis has become the “go to” person for people who want a practical, comprehensive approach to insurance, employee benefits and financial security. Hundreds of business owners have benefited from her experience by saving money, improving employee retention, and increasing productivity.
Odalis is very active in the community. She is past President of WIFS (Women in Financial Services) South Florida Chapter and is a member of the FPA Financial Planning Association, MDAHU (Miami Dade Association of Health Underwriters), MAIFA (Miami-Dade Association of Insurance and Financial Advisors and NAFE (National Association of Women Executives). She is very active in the South Florida Hispanic Community and is a member of the South Florida Hispanic Chamber.
Odalis offers securities through Staten Island-based Chelsea Financial Services [CHFS.com]