My Mission
My Mission
I have had a very successful +20 year career in the Information Technology and Financial Services Industries. I had my own “Financial Planners” and with my background did a lot of “Do It Yourself (DIY)” in my personal financial past. I decided to associate myself with Opes One Advisors because this team does things VERY different than what you read/watch in more common publications/news shows; and I want to pass this on to help others.
I can safely state that I know things that you have not been exposed to and/or educated about that can truly help improve financial and related life situations for you, your business and your families.
Feel free to contact me to schedule some time to have a cup of coffee or meet to discuss our approach in more detail. My email is Paul_Rennie@opesone.com and my cell is 972-365-8095.
One of our primary goals is to develop a long-term, trusting relationship with you.
My Process
We create strategies that are tailored to your needs and goals.
My History
Years of experience have prepared us to guide you through your life transitions.