Loic Lemener
President at Opus Wealth Management | Dallas, Texas, United States
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Loic Lemener serves as the President of Opus Wealth Management, where he leverages his extensive expertise in wealth management to guide clients through the complexities of financial planning. With a focus on holistic financial strategies, Loic specializes in a range of areas including estate planning, asset protection, and investment planning. His leadership at Opus Wealth Management is characterized by a commitment to education and personalized service, ensuring that clients are well-informed and equipped to make strategic decisions about their financial futures.
Under Loic's stewardship, Opus Wealth Management has undertaken several key projects aimed at enhancing client engagement and delivering tailored solutions. One notable initiative has been the development of comprehensive charitable planning strategies, allowing clients to align their financial goals with their philanthropic aspirations. Additionally, Loic has spearheaded efforts in business succession planning, helping business owners navigate the complexities of transitioning their enterprises while maximizing value and minimizing tax implications.
Loic's proficiency in financial analysis and portfolio management, combined with his credentials as a registered representative of Lincoln Financial Advisors Corp., positions him as a trusted advisor in the industry. His approach is rooted in a deep understanding of the unique challenges faced by individuals and business owners alike, making him an invaluable resource for those seeking financial independence and security. As Opus Wealth Management continues to grow, Loic remains dedicated to fostering long-term relationships with clients, ensuring they receive the highest level of service and expertise in their wealth management journey.
President at Opus Wealth Management in January 2015 to Present
Member at Hampton in March 2024 to Present
Managing Principal at KPLL Private Wealth in January 2005 to December 2014
Financial Product Wholesaler at Jackson National Life in June 2002 to June 2003
Investment Representative at Fidelity Investments in December 2000 to June 2002
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Financial Planning
Succession Planning
Asset Protection
Estate Planning
Wealth
Retirement
Investments
Wealth Management
Retirement Planning
Financial Planners
Insurance
Asset Management Programs
Finance
Portfolio Management
Securities
Financial Analysis
Mutual Funds
Management
Asset Management
Financial Modeling
Series 7
Asset Allocation
Chartered
Certified financial planner
Estate plan
Holistic Financial Planning
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Discover more about Opus Wealth ManagementWhat is Loic Lemener email address?
Email Loic Lemener at [email protected]. This email is the most updated Loic Lemener email found in 2026.
What is Loic Lemener phone number?
Loic Lemener phone number is +19109881493 and +12144359095.
How to contact Loic Lemener?
To contact Loic Lemener send an email to [email protected]. If you want to call Loic Lemener try calling on +19109881493 and +12144359095. (updated on October 30, 2024)
What is Loic Lemener net worth?
Loic Lemener has an estimated net worth of $750,000 to $999,999
What company does Loic Lemener work for?
Loic Lemener works for Opus Wealth Management
What is Loic Lemener's role at Opus Wealth Management?
Loic Lemener is President
What industry does Loic Lemener work in?
Loic Lemener works in the Think Tanks industry.
Loic Lemener Email Addresses
Loic Lemener Phone Numbers
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