Opinder Marwah was born and raised in Hong Kong. After graduating from the University of Hong Kong, she moved to Los Angeles. She attributes her early years in Hong Kong as instrumental to her career as a financial advisor. The stock market and investing ideas were regular dinner table discussions. The importance of saving and strategizing with good financial plans was instilled from a young age.
Today, Opinder has over 20 years of experience in the financial services industry. She holds the 7, 6, 63, 65, and state insurance licenses. She speaks four languages, being fluent in English, Cantonese, and Punjabi, and is proficient in French.
Passionate about her career in financial planning and advising, she works with helping clients today to own their tomorrows. She firmly believes that having a skilled and resourceful advisor is integral to financial success. As financial planning is dynamic, establishing strong, personal, and working relationships is critical. A good financial roadmap is never stationary, accordingly Opinder always incorporates longevity into her planning.
On a personal front, Opinder has two adult children, a son specializing in digital marketing and a daughter attending medical school. She is proud of their successes, and knows the principles of hard work, dedication, and persistence are well-grounded in them. “Ours is a close-knit family, and we constantly learn from each other.” As a family, they share a love for basketball, travel, cooking, and the arts. Needless to say, they are Los Angeles Lakers fans. They also believe in giving back to the community through volunteering and advocating for many social causes. To Opinder, family, solid relationships, and trust are key to who she is. She uses those same guiding principles in her professional life.