Meet Jose
Jose Lopes has over 17 years in the financial services industry, focusing on developing financial strategies for individuals and business owners. Jose double Majored in Communications and Graphic Design from the University of Rhode Island. He is a Credited Chartered Financial Consultant (ChFC) through the American College and obtained his Accredited Investment Fiduciary (AIF) designation through Fi360 as well as becoming a Certified Plan Fiduciary Advisor (CPFA) through the National Association of Plan Advisors (NAPA). He has his FINRA Series 6, 63, & 7 securities registrations, as well as his Life and Health Insurance licenses.
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 he worked with The Rhode Island Foundation as a former member of their Professional Advisory Council. In addition, Jose supports Urban Achievers, based out of the Epiphany School in Dorchester, MA, and he serves as a board member for Pawtucket Central Falls Development.
