Wealth Building & Wealth Management
Responsive And Timely
Odalis is responsive to market conditions, providing timely advice & guidance, assisting you in your journey to building wealth and financial security.
In-Person Or Virtual
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.
FINANCIAL SERVICES THE WAY THEY SHOULD BE, ALWAYS:
OML Financial Associates Does Not Represent Any Proprietary Products & Has No Minimum Production Requirements
We don't have any pressure to sell certain financial products or securities, nor do we have any proprietary products.
So we only have only your best interests in mind, not ours.
Stocks & Bonds
Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.
Options
Options are financial contracts that give the buyer the right to buy or sell the underlying asset at a stated price within a specified period.
Mutual Funds
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.
CDs
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..
Annuities
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
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
Insurance is a contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.
And More!
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.
MEET ODALIS M. LOPEZ, CFP®
Expert Financial Advisor & Financial Planner. Amazing Neighbor And Friend.
Odalis is experienced in all aspects of Financial Services and Financial Planning, including Health and Life Insurance, with a primary focus on Business Owners and their Employees.
Odalis M. Lopez, CFP®
FINANCIAL ADVISOR | CERTIFIED FINANCIAL PLANNER
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]
ODALIS M. LOPEZ
WATCH NOW
"THE STAGES OF LIFE"
Introducing Odalis M. Lopez
Find out how our client-focused, "No Minimum Production Requirements" and "No Proprietary Products" features are incredible benefits for our Clients and Investors.
WATCH NOW
Navigating Retirement Planning:
The Bad, The Better, The Even Better
Retirement planning is not easy, especially when inflation is eating away at your retirement savings. It takes a dedicated financial plan and consistent retooling to ensure that you meet your retirement goals. In this video, we explore how to mitigate the impact of inflation on your plan, along with tips to increase your retirement savings, plan for unexpected expenses, and more!
EXPERIENCE AND KNOWLEDGE IS CRITICAL, THOUGH...
The Key Is Strategy
Investing for maximum growth requires strategic planning. Strategy is key in applying knowledge and experience to make your money work for you, to help you build wealth and increase your financial security for today and for retirement, or for whatever financial goals you may have.
Targeting every aspect of your portfolio is the best strategy to help you meet your financial goals.
Odalis M. Lopez, CFP®
Financial Advisor
call to inquire or for a free consultation:
Assets Managed By Hilltop Securities, Our Clearing Partner
Chelsea Advisors And Registered Representatives
Years Of Service
States & Territories
ABOUT CHELSEA FINANCIAL SERVICES
Trusted by thousands of clients & Licensed in 51 U.s. States & Territories
Chelsea Financial Services is a national independent Broker/Dealer, established in New York City over 23 years ago, licensed to offer securities and insurance products. We are a member of both FINRA (Financial Industry Regulatory Authority), SIPC (the Securities Investor Protection Company) and MSRB (Municipal Securities Rulemaking Board. Clearing is handled through Hilltop Securities, a diversified investment bank with a long and successful history, dating back to 1946.
news, articles & Events
Latest Happenings
Find out the latest news from the world of finance and the latest happenings regarding OML Financial Associates and Chelsea Financial Services, their Broker-Dealer for Securities and Investments.
