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    Lisa Bayer

    Principal/Founder at Opus Financial Solutions LLC

    Lisa Louise Bayer is the Founder and Principal of Opus Financial Solutions LLC, a fee-only financial planning and investment advisory firm.1 She holds several professional designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and an MBA in International Business from DePaul's Graduate School of Business.12

    Bayer's career in finance spans over three decades, beginning with her graduation from the University of Illinois with a B.S. in Finance in 1985.12 Throughout her career, she has worked in various roles, including securities compliance, investment analysis, institutional portfolio management, and teaching investments and financial planning at both undergraduate and graduate levels.1

    As a financial advisor, Bayer's objective is to help clients understand and improve their financial choices, focusing on attaining financial freedom and peace of mind.1 Her expertise extends to portfolio optimization and management, taxes, distribution planning, and estate matters for clients who have accumulated significant wealth.1

    Bayer has also developed expertise in divorce financial planning, serving as a divorce advisor, financial neutral, and mediator for individuals and couples.12 She is based in Denver but serves clients across the United States.1

    Outside of her professional life, Bayer enjoys outdoor activities such as hiking, camping, mountain-biking, and skiing.1 She has been involved in various volunteer roles, primarily focused on educating and mentoring the underprivileged.1

    Highlights

    Lisa Louise Bayer CFA, CFP®, MBA - Opus Financial Solutions
    Lisa Louise Bayer CFA, CFP®, MBA - Opus Financial Solutions
    About Opus Financial Solutions
    OPUS Financial Solutions LLC - Downers Grove, IL Firm Profile

    Related Questions

    What inspired Lisa Bayer to start Opus Financial Solutions LLC?
    How does Lisa Bayer's expertise in divorce financial planning benefit her clients?
    What are some unique financial planning strategies Lisa Bayer uses?
    How has Lisa Bayer's background in finance and international business influenced her approach to financial advising?
    What volunteer work has Lisa Bayer been involved in?
    Lisa Bayer
    Lisa Bayer, photo 1
    Lisa Bayer, photo 2
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    Location

    Boulder, Colorado