Top Opus Private Client, Llc Employees
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Luis Roman, Ph.D.
I Help Professionals And Business Owners With Financial Planning, Asset-Building And Retirement Strategies, And Risk Management | Author | Speaker
Boston, Massachusetts, United States, United States6hotmail.com, putnam.com, columbiathreadneedle.com, columbiathreadneedle.com, wpi.edu, opus-pc.com1 (617) 2XXXXXXX
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Iván Watanabe (he/él)
Managing Partner Of Opus Private Client, Llc
New York City Metropolitan Area, United States -
Evan Wohl, CFP®, CLU®, ChFC®, RICP®
Partner Of Opus Private Client, Llc
New York City Metropolitan Area, United States, United States2strategiesforwealth.com, strategiesforwealth.com5 +190870XXXXX
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Rob Pruett
Wealth Planning & Corporate Benefits
United States, United States1opusadvisory.com3 +191477XXXXX
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