Tim Palacios
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Finance Advisor - Mortgage Advisor, Opes Advisors Inc.
Mountain View, CA
Professional Summary
I hold the role of a Financial Advisor and Mortgage Advisor with Opes Advisors, Inc.
Opes is an investment management firm that integrates residential mortgage debt servicing and wealth management advice. Given real estate is one of the most important assets for any Bay Area homeowner we say it's critical that the asset/debt is managed as such.
We are uniquely qualified to analyze our client's financial situation including the home purchase, college funding and retirement planning.
Opes is an investment management firm that integrates residential mortgage debt servicing and wealth management advice. Given real estate is one of the most important assets for any Bay Area homeowner we say it's critical that the asset/debt is managed as such.
We are uniquely qualified to analyze our client's financial situation including the home purchase, college funding and retirement planning.