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Specialties
Residential Mortgages– Purchases and Refinances:
Conventional, FHA, VA and Reverse Mortgages.
As a Mortgage Bank, we have the best rates, products and expertise available.
What sets us apart is Life Planning!
Your goals to maintain your lifestyle, purchase a home, marry, raise children, provide for their education, retire comfortably, and leave a legacy are affected by how you plan and if and when you plan. We help you assess both your assets and debts — especially in the Bay Area where housing prices are significant. We have expertise in mortgages, real estate, and stocks and bonds. We can help you manage all aspects of your finances so that all of these areas work together for your benefit. That is our ultimate goal.
Opes Advisors is licensed as a registered investment advisor with the Securities and Exchange Commission (SEC) and is licensed as a Residential Mortgage Lender by the CA Dept. of Real Estate, license #1 352 808.
History
Established in 2004.
Thanks to the hard work of each member of our team, Opes Advisors has been named to the Inc. 500|5000 list of the fastest-growing privately held companies in the United States. Each year there are tens of thousands of companies vying to get on this list, and Opes’ success has landed us a spot.
This year Opes is listed at #2056, up from our 2009 spot at #4549. Each company is ranked according to percentage revenue growth over a four-year period. This list offers the most comprehensive look at the entrepreneurial engine driving the U.S. economy in the 5,000 fastest growing companies in America.
We’re proud of the efforts brought forth by every Opes employee and are thrilled to see our dedication and quality service recognized on a national level.
Meet the Manager
Marian J.
Manager
Ms Jung joins Opes Advisors with over 30 years of financial experience beginning her career as a CPA and working in both corporate finance and the real estate industry. She focuses on her clients’ concerns to help them identify and clarify their real estate investment and long term financial goals. At Opes, she offers premier mortgage solutions and has the in-house depth and expertise to create secure financial strategies for her customers. She graduated Phi Beta Kappa from the University of California, Berkeley with a Bachelor’s Degree in Business Administration. In addition, Ms Jung is a CPA and has her Real Estate License, Mortgage License, and Investment Advisor License.
My license number is:
License 1 352 808
NMLS license number 304 076
CPA 3 333 983