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  2. Opes Advisors

Opes Advisors

Opes Advisors is an innovative financial advisory services firm that enables clients to make effective financial decisions for today and for their retirement. Through direct offers of wealth management, residential mortgages and real estate investment advisory services, Opes Advisors considers each client’s complete personal balance sheet to improve the outcomes of the financial choices of life. Opes Advisors has an integrated team of experts including Chartered Financial Analyst®, Wealth and Financial Advisors, Certified Financial Planner™ professionals, Real Estate Investment Advisors and Mortgage Advisors who collaborate to create a complete view of your financial life. An Advisor who leads the team on your behalf will guide and advise you, so that when you need to act, you will make informed choices for your financial health today and your financial happiness in the future.... Read more

Headquarters

Palo Alto, CA

Employees

248 US Employees

Industry

Financial Advisors

Recent Awards