Roger Lopez
Sr Retirement Consultant at Empower
- Role
- Senior Retirement Consultant at Empower
- Location
- Levittown, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Roger Lopez
Driven financial professional with the experience and know how in financial advisory and…
Experience
Senior Retirement Consultant
Sep 2024 — Present
Education
The College of New Jersey
BS, Economics
2002 — 2005
Skills
- Asset Managment
- 403 B
- Phone Skills
- Investments
- Financial Services
- Asset Allocation
- Mutual Funds
- Insurance
- Stocks
- Retirement
- Bonds
- Strategic Financial Planning
- Annuity Sales
- Series 66
- Fixed Income
- Defined Benefit
- Qualified Retirement Plans
- Etfs
- Asset Management
- Series 7
- Equities
- Commodities
- Fund of Funds
- Series 63
- Iras
- Retirement Planning
- 457 Plans
- Defined Contribution
- Financial Advisory
- Uniform Combined State Law
- Ira's
- Sales Presentations
- Investment Strategies
- Alternative Investments
- Private Equity
- 401k
- Business Development
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