Jose Lopes has over 14 years in the financial services industry, focusing on developing financial strategies for individuals and business owners. Jose Majored in Communications and Minored in Computer Graphics at the University of Rhode Island. He successfully obtained his ChFC Designation from The American College. He has his FINRA Series 6 & 63 securities registrations, as well as his Life and Health Insurance licenses. He is a member of NAIFA-RI (National Association of Insurance and Financial Advisor) where he has volunteered through NAIFA-RI for the Special Olympics.
Jose and his wife Lisa live in Pawtucket, RI. Jose is a member of the Jenks Lodge of Free and Accept Masons in Pawtucket, RI and works with The Rhode Island Foundation as an active member of their Professional Advisory Council, Advisory Council for Crossroad’s for Kids in Boston, MA and supports Urban Achievers, based out of the Epiphany School in Dorchester, MA.