Opus: Advice First

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.


Advisors

Nancy S Daoud

Nancy S Daoud

ChFC®

Private Wealth Advisor

Chief Executive Officer of Opus: Advice First
Visit Nancy S Daoud's website
Nina Daoud

Nina Daoud

BFA, APMA®

Financial Advisor

Marketing Manager
Visit Nina Daoud's website
Philip Bensley

Philip Bensley

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Visit Philip Bensley's website
Joseph Irizarry

Joseph Irizarry

CLTC®

Financial Advisor

Visit Joseph Irizarry's website

Team

Becky J. O'Hara

Becky J. O'Hara

Operations Manager,

Client Relationship Manager
Alison Perrin

Alison Perrin

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Kristopher Daoud

Kristopher Daoud

Financial Planning Analyst

Adam Goode

Adam Goode

Client Service Specialist

Stacey Sankow

Client Service Specialist

Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager