Mortgage Advisors
Mortgage Advisors at Opes Advisors take a team approach, working closely with our wealth management professionals who have extensive financial planning expertise and the knowledge to help maximize your tax efficiencies.
Eugene Branch
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Los Gatos Branch
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Marin Branch
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Palo Alto – Corporate Office
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San Diego Branch
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San Mateo Branch
Tate Varela
Personal Financial Advisor, Mortgage Advisor
tvarela@opesadvisors.com · 650.931.0607 · 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 finances.
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 >