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In the News

Please read on for a few recent examples of Opes Advisors in the News.

October 2008

Susan McHan, President and CEO of Opes Advisors talks about the current financial landscape on The View from the Bay.

"A new era of 'vanilla' financing,” as included in the 2008 Fall Real Estate Section, a Palo Alto Weekly and Almanac Publication. · pdf 424kb

Palo Alto Weekly article, "Crisis? Not for local housing market, reps say. "

September 2008

Susan McHan, Opes Advisors' President and CEO, was interviewed by KRON4 news to discuss the importance of reviewing one's entire financial picture when buying, selling or refinancing a home.

July 2008

Susan McHan, President and CEO of Opes Advisors talks about the how to retire comfortably on The View from the Bay

June 2008

As seen in the Los Altos Town Crier, The ABC's and 1-2-3s of financial investing

May 2008

San Jose Mercury News article, At last! Mortgage rate relief arrives.

Opes Advisors was recognized as one of the   125 Best Places to Work in the Bay Area · pdf 98kb

Opes Advisors in Money Magazine: When a HELOC Freezes Over

April 2008

Opes Advisors announces alliance with Absolute Mortgage Banking · pdf 15kb

“An Answer to the Subprime Mess,” as included in the 2008 Spring Real Estate Section, a Palo Alto Weekly and Almanac Publication. · pdf 870kb

March 2008

Susan McHan, President and CEO of Opes Advisors talks about the housing market on The View from the Bay

February 2008

Susan McHan, President and CEO of Opes Advisors, named as one of the   “2008 Women of Influence in Silicon Valley.” · pdf 454kb

As seen in the San Jose Mercury News:  Banks Freeze Homeowners' Credit Lines · pdf 60kb

November 2007

Presentation for the Financial Women's Association (FWA) of San Francisco, Peeling Back the Credit Crunch Onion: What Lies Ahead?
· pdf 192kb

 

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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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