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Opes Wealth Management, LLC.
There is no one-size-fits-all approach to effective wealth management. For the last 16 years we've been advising and guiding people just like you through complex scenarios in a way that results in peace, stability, excitement and confidence in their financial futures. At OPES Wealth, our approach is that of learning your story and your unique needs so that we can effectively guide you along the paths we have travelled with our clients many times before; guiding from the humility of wanting to help you live your most fulfilling life.
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Opes Wealth Management, LLC.'s headquarter address
Line 1:
Menlo Park, California
Opes Wealth Management, LLC.'s industries
financial services
People working at Opes Wealth Management, LLC.
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Erin Whalen
Co President
Atherton, California, United States
UM
Unesa M.
Head of Client Services
Atherton, California, United States
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Louis Odette, CFA
Portfolio Manager
Atherton, California, United States
MD
Mark Duvall
Co-President & Chief Investment Officer
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Kenji Bleicker
Wealth Advisor
Atherton, California, United States
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Anthony Fischetti
Client Services Associate
Atherton, California, United States
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Ann Timoney
Personal Financial Advisor, CFP
Atherton, California, United States
You can find 7 people working at Opes Wealth Management, LLC. on FinalScout. Create a free account to view details including email addresses.
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