Opes Advisors Strengthens Integrated Wealth Management Offer Adding Real Estate Investment Advisor Aurora Dreyer To Team
PALO ALTO, Calif., June 14, 2012 /PRNewswire/ -- Opes Advisors, an innovative wealth management and mortgage banking firm, is pleased to announce Aurora Dreyer has joined the firm as Real Estate Investment Advisor. Aurora will lead the firm's Real Estate Investment Advisory Services and provide unbiased, non-commissioned advice to clients to ensure their real estate investment returns are maximized and managed effectively. Aurora will also provide research expertise and analysis on the overall real estate market, including the current state of real estate capital markets and residential housing markets.
"Opes Advisors' integration of real estate as an asset class and a major financial decision in the client's portfolio and planning is an innovation," said Jonathan Lee, Executive Chairman of Opes Advisors and President, Wealth Management. "Aurora's expertise in real estate and how it fits into the client's balance sheet enables us to offer comprehensive and integrated advice and management of all aspects of the client's portfolio and plan, not just their stocks and bonds."
"I'm pleased to be part of this pioneering firm," said Aurora. "Opes Advisors is changing how people plan for retirement by including real estate expertise in the planning process. Real estate is such a central part of most people's financial lives and long-term plans, and I'm excited to be part of helping people manage these assets and decisions more effectively."
Prior to joining Opes Advisors, Aurora served as Vice President and Regional Asset Manager for Bank of the West/BNP Paribas, and Property and Operations Manager for Pacific Realty Associates. She holds a BA in business management from Colorado State University, is a Principal Member of Building Owners and Managers Association (BOMA) Silicon Valley and a member of the Institute of Real Estate Management (IREM).
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. Working with our integrated team of advisors, wealth management clients receive comprehensive financial planning, investment management, unbiased and non-commissioned real estate investment advisory services, and expertise in real estate financing. Our innovative financial decision planning process enables clients to see clearly the tradeoffs of their financial decisions to grow, preserve and manage their wealth – and ways of shifting their financial balance sheet over time to best be positioned for a financially secure retirement. Opes Advisors has offices throughout California as well as Eugene, Oregon. Learn more at www.opesadvisors.com.
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