Why I chose Opes:
- As a Personal Finance Advisor, Opes provides me the platform and support to help my clients make sound financial decisions regarding their real estate transactions.
- Diverse mortgage options, including Jumbo loans and private mortgage banking for high-net worth clients and the required expertise and relationships in the local real estate market.
- Opes’ promise-based culture, which is critical to my ability to keep promises made to clients and in my day-to-day operations.
Ryan believes in one-on-one service and building strong relationships with his clients. He strives to provide personalized advice firmly grounded in his client’s concerns and goals. As a Personal Finance Advisor, Ryan will analyze your situation and provide a diagnosis in plain language that you can understand. Ryan will give advice that is in context with your retirement concerns, whether it be investment strategies or mortgage financing, and he excels in helping you make sound decisions that will help you shape your financial future.
He is a graduate of Stanford University and lives in Los Altos.
Ryan collaborates with Debra Ahn and Sereno Group.
Certifications & Awards:
- CalHFA Certified
- Named in the Heritage Registry of Who’s Who