Opes Advisors Announces Appointment of Casey Fleming as Branch Manager of Los Gatos OfficePALO ALTO AND LOS GATOS, CA – June 8, 2011 – Opes Advisors, a premier wealth management and residential mortgage banking firm, is pleased to announce the appointment of Casey Fleming to Branch Manager of Opes Advisors Los Gatos office. Mr. Fleming joins Opes Advisors with a 30 year track record of leadership and management experience in the mortgage and real estate industries.
Mr. Fleming commented, "Mortgages in Silicon Valley are larger and clients tend to have complicated financial profiles, so it’s important that the advice they receive around mortgage planning is integrated with their total financial plan.” He continued, “Opes Advisors unique approach to real estate financing and financial planning enables clients to get comprehensive advice from experts who understand how real estate fits into their total financial picture and I’m thrilled to join the Opes team.” Diana Andrews, Opes Advisors Regional Production Manager, commented, “Casey grew up in Los Gatos and studied at Santa Clara and San Jose State Universities, so he is a natural fit for this community. His leadership, in both the mortgage and real estate industries, will be of immense value to our clients and Realtor partners alike. We’re pleased that Casey has joined Opes Advisors.”
Opes Advisors Los GatosOpes Advisors Los Gatos office is located at 750 University Avenue, Suite 275, Los Gatos, CA 95032. Office hours are 8:00 a.m. to 5:00 p.m. Phone 408-458-3500. Appointments and walk-ins are welcome.
For information about exciting Mortgage Advisor career opportunities with Opes Advisors, contact Casey Fleming at 408-458-3500 or visit www.opesadvisors.com/about/careers.html
About Opes AdvisorsOpes Advisors is a premier financial advisory firm specializing in residential mortgage banking and wealth management. Opes Advisors provides comprehensive advisory services in personal finance management including real estate, real estate financing, investment management, and strategic tax and financial planning. Opes Advisors has offices in California in San Mateo, Palo Alto, San Francisco, Larkspur, Los Gatos, San Diego, Sonoma, and Eugene, Oregon. For more nformation, visit www.opesadvisors.com.
OPES ADVISORS PRESS CONTACTElan LaLonde |
