

Odalis is responsive to market conditions, providing timely advice & guidance, assisting you in your journey to building wealth and financial security.
Appointments in Miami / Miami Dade and the rest of South Florida can be in-person or virtual, at Odalis' office or at your office or home.
Odalis has over 20 years of experience in Financial Services. She is a CFP® (CERTIFIED FINANCIAL PLANNER®) and also offers Employee Benefits via her firm, Sterling Benefits Group.
Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.
A mutual fund is a type of financial product that's made up of a pool of money collected from many investors to invest in securities like stocks or bonds.
A certificate of deposit (CD) is a savings account that holds a fixed amount of money for a fixed period of time, earning a fixed amount of interest.
An annuity is a long-term investment issued by an insurance company. Annuities are designed to help protect you from the risk of outliving your income.
Municipal bonds are debt securities issued by states, cities, counties & other governmental entities to fund day-to-day obligations and capital projects such as building schools or highways.
Insurance is a contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.
Ask us about these and any other financial investment products. We'd be happy to help you navigate the markets and diversify your investment instruments.
305.677.2238
7270 NW 12 ST. SUITE 500,
MIAMI, FL 33126
olopez@chfs.com