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SOURCE Opes Advisors, Inc.
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 be part 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 Alumnae Association.
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.