Kristie Cahill, CFP® Newest Wealth Advisor for Opes Advisors in Their San
Francisco - Jackson Square Office
PALO ALTO, Calif., Feb. 5, 2014
PALO ALTO, Calif., Feb. 5, 2014 /PRNewswire/ --Opes Advisors is pleased to
announce that Kristie Cahill, CFP® has joined the firm as a Wealth Advisor in
their San Francisco – Jackson Square office. Kristie has provided
personalized wealth advisory service for over 13 years. She works with
families to understand their stories and then develops personalized plans to
provide guidance around life events such as college education, retirement, and
charitable gifting. This individually tailored approach to financial planning
is what attracted her to Opes Advisors. "I chose to join Opes because I want
to bepart of the client-focused company culture," said Kristie.
"The addition of Kristie allows Opes Advisors the opportunity to better serve
the San Francisco market with our integrated advisory services," said Alex
Katz, Opes Advisors Vice President of Business Development. "We're thrilled
that Kristie has joined our team. Her background and years of industry
experience, with a strong focus on financial planning, integrates perfectly
with Opes Advisors. We're confident that she will add value both to our
clients' experience with our firm and to our team of advisors."
Prior to joining Opes, Kristie was a Senior Investment Counselor and San
Francisco Branch Manager at StanCorp Investment Advisers and a Financial
Advisor at Ameriprise Financial. She earned a B.A. in Communications and
Journalism from California State University – Fresno. Kristie is a Certified
Financial Planner® and holds a California life insurance license. Active in
the community, Kristie is a member of the Financial Women of San Francisco,
the San Francisco Chamber of Commerce, National Association of Professional
Women, Financial Planning Association of San Francisco, and the Delta Zeta
About Opes Advisors
Opes Advisors is an innovative wealth management and mortgage banking firm
dedicated to helping clients make effective choices that support their
financial goals. Wealth management clients work with our integrated team of
Advisors and receive financial planning, investment management, real estate
investment advisory services and expertise in real estate financing. As a
leading, full-service mortgage bank, we offer a wide range of
competitively-priced mortgage programs designed to meet the diverse needs of
today's home buyers and real estate investors. Opes Advisors has offices
throughout California as well as Eugene, Oregon. For more information on Opes
Advisors, visit www.opesadvisors.com.
SOURCE Opes Advisors, Inc.
Contact: Lizabeth Smith | Vice President of Marketing, (650) 931-0703,
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