Expert Financial Planner
in Miami Shores - Odalis M. Lopez CFP®
| OML Financial Associates
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. Serving Miami Shores and FL.
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 in Miami Shores.
MEET ODALIS M. LOPEZ, CFP® in Miami Shores
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
Our PRIMARY financial services:
Stocks & Bonds
When you buy stocks, you're acquiring a share of a company; when you purchase bonds, you're lending money to a company or government.
Municipal Bonds
States, cities, counties, and other government entities issue municipal bonds as debt securities to fund routine expenses and large projects such as schools or highways.
Annuities
Annuities are long-term investments provided by insurance companies, aimed at helping you avoid running out of savings.
Options
An option gives the holder the right, without the obligation, to purchase or sell an asset at a specific price before a certain deadline.
Mutual Funds
A mutual fund gathers funds from multiple investors to create a varied portfolio of stocks and bonds.
CDs
A CD is a savings account that requires a set amount of money to be held for a determined time, providing a fixed interest rate.