Jose Lopes

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. In addition, he became 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 Accepted 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.