Please join Lee Aubry and Erin Whalen of Opes Advisors for breakfast and insight on the economic outlook for 2012. Opes Advisors is a privately held integrated financial services company that helps clients make effective financial and mortgage decisions when buying property or refinancing. Through direct offers of residential mortgages, financial planning, real estate investment advisory services, and wealth management Opes Advisors looks at clients' entire personal balance sheet to improve the outcomes of life's financial choices.
Lee Aubry has over 25 years of career experience in finance. She has been helping her clients acquire residential and commercial real estate financing as a Mortgage Advisor for over a decade. Lee's financial career began as an analyst with a Fortune 100 company where she analyzed investments and used the capital markets to hedge risk. She also worked as a Private Banker and Director of Investor Relations for several finanical institutions. Her broad financial experience gives her perspective which enables her to offer advice and mortgage solutions that are in sync with her clients long-term financial goals and lifestyle objectives.
Erin Whalen has helped individuals, foundations and corporations build and manage strategies designed to achieve specific financial goals for more than 15 years. He has worked extensively with individuals’ portfolios, taking into account current income needs, legacy considerations, and changes in future income and expense patterns. He also helps clients understand the conflicting tradeoffs inherent in many economic decisions. Prior to joining Opes, Erin spent 10 years as an Investment Counselor in the European division of Fisher Investments, a global wealth manager based in Woodside, California. Prior to Fisher, Erin worked for a global foreign exchange and settlement company where he managed a group of advisors responsible for designing and implementing foreign currency strategies for mid-size and Fortune 500 companies.
Opes Advisors is licensed by the CA Dept. of Real Estate, Real Estate Broker license 01458652 and NMLS 235584. Equal Opportunity Lender.
Opes Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC).