We have been highly selective in building our team of professionals. We are pleased to announce that we have expanded our Spanish-language retirement plan services with the addition of seasoned Retirement Plan Consultant Ross Lopez. Ross began his career in the financial services industry in 1997 and has maintained a strong focus on employee benefits and retirement planning ever since. Ross is responsible for marketing new plans, servicing existing plans and serving as our Spanish-speaking liaison with plan participants.

 

Prior to joining The Source Financial Group, Ross was a Regional Service Client Consultant with The Standard, one of the largest insurance companies in the nation. Ross provides oversight for the implementation of new plans and transitions of existing plans, conducts enrollment meetings and financial planning seminars and works with individual plan participants to develop financial plans. Ross has a track record of analyzing investments, expenses and plan design for existing retirement plans and identifying ways to improve them. Ross holds his Series 7, 63, and 66 securities licenses and earned his Certified Retirement Plan Specialists® (CRPS) designation through the College for Financial Planning.