Who We Are and What We Believe In

Opal Advisors LLC (“Opal”) brings together financial advisory and asset management. We believe this partnership allows us to aggregate services and present clients with a “one-stop-shop” for their financial needs. Ultimately, this allows us to simplify and focus on serving your needs when it comes to money.

With a diverse set of backgrounds we believe leveraging our experience and network of professionals will help you achieve your goals whether they be retirement, staying in retirement, or planning for a rainy day.

Through thoughtful collaboration we will help you achieve your lifetime goal that is professionally executed and administered.

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Meet Our Team

 

           Carter Dornfeld

             Operations Analyst >

Opal Advisors, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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