Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Stanford is an investment advisor representative with Opes Wealth Management, LLC. Cynthia has been in the industry since February 2007. Cynthia is registered with the state of California and is also qualified to provide investment advice and financial planning services to individuals, families, and businesses. Opes Wealth Management, LLC is a registered investment advisor firm with offices in Menlo Park, CA. The firm specializes in providing financial planning, portfolio management, and investment advisory services to high net worth individuals, businesses, and other entities. Opes Wealth Management has a total of 5 investment advisor representatives, 5 investment advisory functions, and 364 total accounts with assets under management of $589,916,182.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/31/2019 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
IA
Issued 12/27/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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