Lisa Bayer, CFA, CFP
Lisa Bayer, CFA, CFP
Lisa Bayer is a Boulder, Colorado-based Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). She obtained her MBA in International Business from DePaul Graduate School of Business and a BS in Finance from the University of Illinois at Urbana-Champaign. Bayer is also a trained divorce mediator and serves as a divorce financial advisor for individuals and/or divorcing couples. She is the founder and principal of Opus Financial Solutions LLC, a fee-only, registered investment advisor, and fiduciary. Bayer specializes in investment management, goal setting, budgeting/savings, tax planning, portfolio protection, retirement planning, insurance, risk management, employer benefit planning, among others. Opus is one of the few wealth management firms that offer ongoing proactive and integrated tax planning, including filing their 1040s.