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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Verified contacts
8
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- KB
Kenji Bleicker
Wealth Advisor · Finance & Accounting
EmailPhone - AA
Amy Armijo
Client Services · Customer/Client Service
EmailPhone - AF
Anthony Fischetti
Honeywell · Finance & Accounting
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Opes Wealth Management, Llc
6 distinct titles indexed · top 6 shown.
- 1chief compliance officer
- 1client service associate
- 1client services
- 1finance specialist
- 1honeywell
- 1wealth advisor
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