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Our Team

Freddie Rappina, AIF®

Financial Planner


Freddie Rappina is a Financial Planner who founded Opta Financial. Freddie holds the Series 65, Series 63 and Series 6 Security licences. He also holds the state insurance licences for Life insurance, Health Insurance and Annuities....

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Jim Goldberg, MBA, LUTCF®

Agency Supervisory Officer


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...

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Kevin Nolan

Financial Advisor


Kevin provides financial planning services and investment strategies with Opta Financial and specializations in college funding, retirement, pension maximization and elder care planning. Kevin earned his undergraduate degree in...

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