Jose Lopes has over 16 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, and is a Credited Chartered Financial Consultant (ChFC) through the American College as well obtaining his Accredited Investment Fiduciary (AIF) designation through Fi360. He has his FINRA Series 6, 63, & 7 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, he worked with The Rhode Island Foundation as a former member of their Professional Advisory Council, and he supports Urban Achievers, based out of the Epiphany School in Dorchester, MA and is a current board member for Pawtucket Central Falls Development.