Odalis M. Lopez

About Odalis M. Lopez

Odalis M. Lopez,CFP®, president and co-founder of Sterling Benefits Group, LLC works with individuals and business owners who want to save money and provide the best employee benefits options available to their employees. Odalis also works with public employees who want to maximize their pensions. Through her company OML Financial Associates, she provides her clients with financial services and risk management. Odalis designs plans that use safe predictable financial strategies to build and protect their families and their wealth. Securities are offered thorough Chelsea Financial Services, a NYC Broker Dealer and Member of FINRA | SIPC | MSRB. Advisory services offered through Chelsea Advisory Services Inc, an SEC-registered Investment Advisor.Odalis is a driving force in the battle to insure the uninsured. She has become the “go to” person for people who want a practical, comprehensive approach to insurance, employee benefits and financial security without taking unnecessary risks. Hundreds of business owners have benefited from her experience by saving money, improving employee retention, and increasing productivity.Her goals is to grow and protect her clients wealth without having them take additional risk.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.

Experience

1. Registered Representative

   Chelsea Financial Services

   May 2019 — Present · Miami, FL, US

Skills

• Long-Term Care
• Health Insurance
• Brokers
• Management
• Team Building
• Group Medical
• Critical Illness
• Small Business
• Disability Insurance
• Commercial Insurance
• Employee Benefits
• Bank on Yourself Authorized Advisor
• Universal Life
• 401k
• Underwriting
• Accident
• Self-Funded
• Leadership
• Insurance
• Fixed Annuities
• Strategic Planning
• Medicare
• Investments
• Workers Compensation
• Licensed Life & Health Insurance Agent
• Vision Insurance
• Term Life Insurance
• Customer Service
• Financial Advisory
• Health Savings Accounts
• Pensions
• Voluntary Employee Benefits
• Iras
• Life & Health Insurance Licenses
• Certified Financial Planner
• Financial Planners
• Risk Management
• Long Term Care Insurance
• Insurance Brokerage
• Training