Mortgage Advisors
Yulin Lee
Mortgage Advisor, License 01136013
ylee@opesadvisors.com · 650.319.1607
Ms. Lee launched her second career in 2002 when she left the high tech industry to design and deliver a different mortgage experience to residents of the San Francisco Peninsula and Silicon Valley. Yulin’s research skills and her knowledge help Opes clients make educated choices about their commercial and residential financing needs. Additionally, Yulin’s experience with investment properties allows her to help clients make their first investment property purchase, or expand their current property holdings. At Opes, her focus is on working with clients to review their financial goals and determining the mortgage solution that best aligns with their objectives. She holds a Bachelor’s Degree and a Masters in Business Administration. Yulin enjoys working with the many referrals she receives from her business partners and past clients.
Yulin and her family live in Palo Alto.
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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