Opes Advisors Announces Appointment of Casey Fleming as Branch Manager of Opes Advisors Los Gatos Office

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Jun 08, 2011, 11:19 ET

PALO ALTO, Calif. and LOS GATOS, Calif., June 8, 2011 /PRNewswire/ -- Opes Advisors, a premier wealth management and residential mortgage banking firm, is pleased to announce the appointment of Casey Fleming to Branch Manager of Opes Advisors Los Gatos office. Mr. Fleming joins Opes Advisors with a 30-year track record of leadership and management experience in the mortgage and real estate industries.

Mr. Fleming commented, "Mortgages in Silicon Valley are larger and clients tend to have complicated financial profiles, so it's important that the advice they receive around mortgage planning is integrated with their total financial plan." He continued, "Opes Advisors unique approach to real estate financing and financial planning enables clients to get comprehensive advice from experts who understand how real estate fits into their total financial picture and I'm thrilled to join the Opes team." Diana Andrews, Opes Advisors Regional Production Manager, commented, "Casey grew up in Los Gatos and studied at Santa Clara and San Jose State Universities, so he is a natural fit for this community. His leadership, in both the mortgage and real estate industries, will be of immense value to our clients and Realtor partners alike. We're pleased that Casey has joined Opes Advisors."

Opes Advisors Los Gatos

Opes Advisors Los Gatos office is located at 750 University Avenue, Suite 275, Los Gatos, CA 95032. Office hours are 8:00 a.m. to 5:00 p.m. Phone 408-458-3500. Appointments and walk-ins are welcome.

For information about exciting Mortgage Advisor career opportunities with Opes Advisors, contact Casey Fleming at 408-458-3500 or visit www.opesadvisors.com/about/careers.html.

About Opes Advisors

Opes Advisors is a premier financial advisory services firm that enables clients to make effective financial decisions for today and for their retirement. Through direct offers of wealth management, residential mortgages and real estate investment advice, Opes Advisors considers each client's complete personal balance sheet to improve the outcomes of the financial choices of life. Opes Advisors has offices in Los Gatos, Palo Alto, San Mateo, Larkspur, San Francisco, Sonoma and Santa Cruz, and Eugene, Oregon. Opes Advisors is licensed by the CA Dept. of Real Estate #01458652 and NMLS identifier 235584. Equal Opportunity Lender. Opes Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC).

www.opesadvisors.com.

SOURCE Opes Advisors