Thrive

We are looking for good people.
We are the perfect opportunity for a select few.

Opes Advisors is a premier financial advisory firm. We specialize in two areas: Integrated Wealth Management Services and Residential Mortgage Banking.

Opes Advisors provides comprehensive advisory services in personal finance management including:

Real estate and real estate financing
Investment management
Tax and financial planning

We have opportunities for Mortgage Advisors and Net Branches. Plus, our structure allows for Mortgage Advisors to transition into successful careers as Financial Advisors.

To find out about joining Opes as a Mortgage Advisor or Net Branch, download our whitepaper, The New Playing Field.

To learn more about becoming a licensed Financial Advisor while producing your mortgage business, read our whitepaper, Furthering Your Expertise and Offer.

Send us your resume or contact one of our Branch Mangers to find out how you can thrive in the existing mortgage market.

Cindy Stanford Branch Manager Los Altos 408.458.3502 cstanford@opesadvisors.com	Jeff Smith Branch Manager Marin 415.464.9500 x 200 jsmith@opesadvisors.com
Susan McHan Acting Branch Manager Palo Alto 650.319.1600 smchan@opesadvisors.com	Judith Lamarre Branch Manager San Mateo 650.931.0603 jlamarre@opesadvisors.com

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 >