MIAMI/SOUTH FLORIDA: Odalis M. Lopez, President and Founder of Sterling Benefits Group, LLC, serving Miami and South Florida. 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.
BROOKLYN: JON FRANCO Owner/President of J Franco Wealth Management. Investment Advisor & Senior Principal. With over 20 years of experience in Financial Services, Jon is an experienced Business Owner with a demonstrated history of excellence in the financial services industry. Skilled in Portfolio Management, Wealth Management, Wealth Building, Financial Planning, Securities, Asset Management, and Retirement Planning. Jon Franco graduated from Baruch College, City University of New York (CUNY).