Lisa Bayer

Lisa Bayer, CFA, CFP, is the Principal and Founder of Opus Financial Solutions LLC, a fee-only financial planning and investment advisory firm. She graduated from the University of Illinois with a B.S. in Finance in 1985 and later obtained an MBA in International Business from DePaul University. Over her 30-year career, she has held various roles in securities compliance, investment analysis, and institutional portfolio management, as well as teaching financial planning topics at both undergraduate and graduate levels.12

Bayer is dedicated to helping her clients make informed financial decisions, focusing on portfolio optimization, tax planning, and estate matters. She has also developed expertise in divorce financial planning, assisting clients in navigating financial decisions during divorce proceedings. Bayer is based in Denver, Colorado, and serves clients across the United States. In her personal life, she enjoys outdoor activities and has a commitment to mentoring and educating underprivileged individuals.123