Investment Advisory Team
Opes Advisors is an integrated team of experienced professionals. Our investment managers are Chartered Financial Analysts® (CFA®) or Certified Financial Planners™ (CFP®) – all well-educated in the details of financial planning and analysis and held to a fiduciary standard of care and diligence that far exceeds industry norms.
Mark Duvall
Principal & Chief Investment Officer, CFA®
mduvall@opesadvisors.com · 650.319.1600 · bio
David Firth
Vice President, Investment and Client Services, CFP®
dfirth@opesadvisors.com · 650.319.1600 · bio
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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
Financials.
Opes Wealth >
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.
Opes Mortgage >