Kristie Cahill, CFP, financial advisor Cupertino CA
103 score

Kristie Cahill, CFP

CRD Number: 4439727
Current Firm: Opes Advisors, Inc.
Compensation Model: Fee Only

Opes Advisors was founded specifically to integrate wealth management, real estate and real estate financing expertise.

 

As a Certified Financial Planner, I provide real-time, holistic analysis of your financial decisions. I help you define your financial goals and provide a diversified investment strategy to help you reach your goals.

 

I'm looking to build relationships with individuals who need a well-defined plan and a team to help them not only implement their plan, but also make any necessary adjustments over time

CONTACT
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Professional Designations
Company Name Location Dates Years
Opes Advisors Palo Alto, CA Jan 2014 - Current 2
Stancorp Investment Advisers, Inc. San Francisco, CA Sep 2011 - Jan 2014 2
Morgan Stanley Smith Barney San Francisco, CA Dec 2010 - Sep 2011 < 1
American Express Financial Advisors, Inc. Fresno, CA May 2004 - Sep 2011 7
Ids Life Insurance Company Fresno, CA May 2004 - Sep 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Kristie D. Cahill, CFP
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $341,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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