Our Team
Freddie Rappina, AIF®
Financial Planner
Freddie Rappina is a Financial Planner who founded Opta Financial. Freddie helps clients examine their current financial situation financial goals, completes a financial analysis, provides recommendations, implements and reviews plans...
Jim Goldberg, MBA, LUTCF®
Agency Supervisory Officer
Jimgoldberg@financialguide.com
Jim Goldberg is a Financial Services Representative affiliated with Opta Financial. His broad knowledge of insurance and investment products gives his clients the confidence they need when working with a financial services...
Kevin Nolan
Financial Advisor
Kevin provides financial planning services and investment strategies with Opta Financial and specializations in college funding, retirement, and elder care planning. Kevin earned his undergraduate degree in...
Marie Canterbury CRPC®
Financial Planner
888-818-2676
MCanterbury@financialguide.com
Marie Canterbury is a Financial Professional located in our Fairfax Virginia branch. Marie works with clients to help simplify and navigate the complicated world of personal finance and investing. These topics can include but are not...