Lisa L. Bayer, CFP^®

CFA

Principal

Lisa Bayer

885 Arapahoe Avenue
Boulder, CO 80302

+ 2 More Locations

Lisa Bayer

4566 Xavier St
Denver, CO 80212-2517

Lisa Bayer

1121 Warren Avenue, Suite 230
Downers Grove, IL 60515

FINANCIAL ADVISOR'S WEBSITE

www.opusfinancialsolutions.com

(708) 703-3100 CONNECT WITH Lisa

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fees can be structured based on a % of assets managed, hourly, or retainers

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Opus Website

General

Lisa Bayer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lisa Bayer in Boulder, CO and the surrounding communities.

Financial Advisor Overview

Opus Financial Solutions LLC is a fee-only, registered investment adviser with locations in Downers Grove, Illinois, Denver and Boulder, Colorado. We are one of the very few wealth management firms that offer proactive and congruent financial, investment and tax planning, which is essential for maximizing after tax returns, cash flows and wealth. At Opus, rather than having to work separately with a financial advisor and a tax advisor and hoping the stars align, we can handle your tax planning and preparation needs in a proactive, forward-looking, strategic manner. Our hope is to make a difference in our clients’ lives clients lives by helping them optimize their financial choices and help them live the life they choose without bias or conflict. Advisory services provided by Opus Financial Solutions LLC, a registered investment advisor.

Financial Advisor Experience

Lisa is the Founder and Principal at Opus Financial Solutions, having begun her career 30 years ago when she graduated in Finance from the University of Illinois. Lisa’s myriad roles in finance, education and hard-earned financial designations converged methodically to shape her final career choice as a Wealth Manager and Financial Planner. The roles she held previously included securities compliance, investment analysis, institutional portfolio management, and teaching of corporate finance and financial planning topics at the undergraduate and graduate levels. Lisa also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. Lisa is a Chartered Financial Analyst (CFA); a Certified Financial Planner (CFP); obtained her MBA in International Business from DePaul’s Graduate School of Business; and her BS in Finance from the University of Illinois.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances