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Opes Advisors

Opes Advisors

Opes Advisors is a financial advisory firm with innovative mortgage banking and wealth management services designed to help clients make effective financial decisions that support their lifestyle today and produce a satisfying future.

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Phone: 408-831-5000
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Ron Penir-OpesAdvisors

Opes Advisors named Top Purchase Lender in San Luis Obispo County for second consecutive...

Real Estate Market Reports named Opes Advisors as San Luis Obispo County’s leading purchase lender for 2016. The company handled a total of 282 home purchases and 201 refinances last year, placing it in the top spot among local lenders for the second consecutive year

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Homebuyers Can Now Use Income from ADUs to Help Qualify for...

The California Housing Finance Agency has revised its guidelines so first-time homebuyers may apply rental income from an Accessory Dwelling Unit (ADU) toward loan qualification. This update follows the guidelines of Fannie Mae and the Federal Housing Administration and will take effect on May 1, 2017