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Opes Advisors

 

Tate Varela

Tate Varela

Personal Finance Advisor, Mortgage Advisor, License 1458652
tvarela@opesadvisors.com · 650.931.0607

Mr. Varela has been a top performer in the mortgage industry for over 20 years. Tate worked for First Horizon Bank/Elliot Ames, Inc. for ten years. During that time he was a member of the prestigious Chairman’s Circle. Tate is a graduate of Pepperdine University in Malibu, California. He is a Series 65 licensed Investment Advisor Representative and a Personal Finance Advisor at Opes. Tate works with Opes clients to make wise decisions in aligning their home financing strategy with their long term financial goals.

Tate resides in San Francisco.

Opes Advisors is licensed as a registered investment advisor with the Securities and Exchange Commission (SEC) and is licensed as a Residential Mortgage Lender by the CA Dept of Real Estate, license #01458652
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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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