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Investment Advisory Team

 

David Firth

David Firth

Director of Investment & Client Services, CFP®
dfirth@opesadvisors.com · 650.319.1600

Mr. Firth started his career in financial planning and investment management with Hoefer and Arnett, a San Francisco based Investment Advisor. In early 2001, David joined Pacific Mountain Advisors as a partner and Investment Advisory Representative, focusing his efforts on portfolio diversification, risk minimization and client goal achievement through the planning and investment process. David earned a Bachelor’s Degree in Accounting from California State University. David is a Certified Financial Planner™ (CFP®) and a member of the Financial Planning Association of Silicon Valley. At Opes Advisors, Inc. he directs the investment and client services functions of the company.

David lives in Saratoga with his family.

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Wealth Management

Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
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Mortgage Services

When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
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