Lisa L. Bayer,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa L. Bayer, CFP®

CFA

Principal

Lisa Bayer

885 Arapahoe Avenue
Boulder, CO 80302

Lisa Bayer

1121 Warren Avenue, Suite 230
Downers Grove, IL 60515
FINANCIAL ADVISOR'S WEBSITE
(708) 703-3100 CONNECT WITH Lisa
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General

Lisa Bayer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lisa Bayer in Boulder, CO and the surrounding communities.

Financial Advisor Overview

Opus Financial Solutions LLC  is a fee-only, registered investment adviser with locations in Downers Grove, Illinois and Boulder, Colorado.  We are one of the very few wealth management firms that offer proactive and congruent financial, investment and tax planning, which is essential for maximizing after tax returns, cash flows and wealth. At Opus, rather than having to work separately with a financial advisor and a tax advisor and hoping the stars align, we can handle your tax planning and preparation needs in a proactive, forward-looking, strategic manner. Our hope is to make a difference in our clients’ lives clients lives by helping them optimize their financial choices and help them live the life they choose without bias or conflict.

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Financial Advisor Experience

Lisa is the Founder and Principal at Opus Financial Solutions, having begun her career 30 years ago when she graduated in Finance from the University of Illinois. Lisa’s myriad roles in finance, education and hard-earned financial designations converged methodically to shape her final career choice as a Wealth Manager and Financial Planner. The roles she held previously included securities compliance, investment analysis, institutional portfolio management, and teaching of corporate finance and financial planning topics at the undergraduate and graduate levels. Lisa also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. She serves as both a divorce advisor and mediator for individuals and/or divorcing couples. Lisa is a Chartered Financial Analyst (CFA); a Certified Financial Planner (CFP); obtained her MBA in International Business from DePaul’s Graduate School of Business; and her BS in Finance from the University of Illinois.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources