Rod Lopez

Financial Professional

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

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Rod Lopez

Financial Professional

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About Rod

In my role as a Financial Professional for Prudential Financial my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals.

My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is the key.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Registered Representative

    New York Life

    September 2018 - July 2020 | Montgomery, AL

  • Assistant Vice President - Commercial Credit Underwriter

    River Bank & Trust

    September 2017 - September 2018 | Prattville, AL

  • Assistant Vice President - Commercial Portfolio Manager

    Regions Bank

    September 2007 - September 2017 | Montgomery, AL

The Prudential Difference

    • Variable Annuities: AL, FL, IL, MS, SC
    • Securities License: AL, FL, GA, MS, TN
    • Fixed Annuities: AL, FL, GA, IL, MS, SC, TN
    • Variable Life Insurance: AL, FL, IL, MS, SC
    • Life Insurance: AL, FL, GA, IL, MS, SC, TN