James Farish

Jr Strategy Associate at Opinicus Wealth Management - Tampa, FL, US

James Farish's Contact Details
HQ
941-896-9909
Location
Eugene,Oregon,United States
Company
Opinicus Wealth Management
James Farish's Company Details
Opinicus Wealth Management logo, Opinicus Wealth Management contact details

Opinicus Wealth Management

Tampa, FL, US • 5 - 9 Employees
Financial Services

Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters.With clients throughout the United States, our focus is the prudent management of our clients' investments and collaborative financial planning through our proprietary "Wealth Advancement Consulting" program.Advisory services offered through Opinicus Capital, A Registered Investment Advisor. (www.OpinicusInc.com)

Investment Management Portfolio Management Financial Planning Entrepreneurs Business Owners Retirement Plans - 401(k) Consulting Financial Services Financial Advisory Services
Details about Opinicus Wealth Management
Frequently Asked Questions about James Farish
James Farish currently works for OPINICUS.
James Farish's role at OPINICUS is Jr Strategy Associate.
James Farish's email address is ***@opinicusinc.com. To view James Farish's full email address, please signup to ConnectPlex.
James Farish works in the Financial Services industry.
James Farish's colleagues at Opinicus Wealth Management are AJ Ruiz, Les Baron, Kimberly Burdette-Hord, Griffin Dalrymple, Robin Snell, Pete Riley and others.
James Farish's phone number is 941-896-9909
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