What does Opta Financial do?

Opta Financial is a financial services firm based in Fairfax, Virginia, with additional offices in the Tampa/Wesley Chapel, Florida area. Founded by Freddie Rappina, the firm focuses on providing comprehensive financial planning and investment advice to individuals and businesses. With a team of fewer than 25 employees, Opta Financial emphasizes a personalized, team-based approach to meet the unique needs of its clients. The firm offers a wide range of services, including wealth management, retirement planning, tax strategies, estate planning, education planning, risk management, and investment advice. Opta Financial tailors its solutions for various client segments, such as business owners, executives, real estate investors, government employees, first responders, and families. The company prioritizes open communication and proactive strategies to help clients achieve their financial goals and aspirations.