Joshua Kittel

Mortgage Broker at Opes Advisors, Inc.

Joshua Kittel

Joshua Kittel

Mortgage Broker at Opes Advisors, Inc.

Overview
RelSci Relationships

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Relationships
RelSci Relationships are individuals Joshua Kittel likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director, Investment Strategy & Research at Opes Advisors, Inc.

Relationship likelihood: Strong

Co-President & Chief Investment Officer at Opes Advisors, Inc.

Relationship likelihood: Average

Founding Partner at Opes Advisors, Inc.

Relationship likelihood: Average

President, Retail Mortgage Division at Opes Advisors, Inc.

Relationship likelihood: Average

Senior Director of Human Resources at Opes Advisors, Inc.

Relationship likelihood: Average

Managing Director & Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Average

Managing Director & Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Average

Managing Director, Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Average

Managing Director East Bay & Mortgage Advisor, Personal Finance Advisor at Opes Advisors, Inc.

Relationship likelihood: Average

Managing Director/Branch Manager, Personal Finance Advisor, Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Average

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Joshua Kittel
Mortgage Broker at Opes Advisors, Inc.
Career History
Mortgage Broker
Tenure Unconfirmed

Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates.

Other Affiliations

Joshua Kittel is affiliated with Opes Advisors, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Joshua Kittel. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Joshua Kittel's profile does not indicate a business or promotional relationship of any kind between RelSci and Joshua Kittel.