OPINICUS Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters.

With clients throughout the United States, our focus is the prudent management of our clients’ investments and collaborative financial planning through our proprietary “Wealth Advancement Consulting” program.

Advisory services offered through Opinicus Capital, a registered investment advisor. (www.OpinicusInc.com)

Find OPINICUS employees' phone numbers or email addresses

OPINICUS Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

OPINICUS's Leadership

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    K. B.
    Chief Retirement Plans Officer
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    C. M.
    Chief Tax Officer
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    G. D.
    Chief Of Strategy / Principal
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  • Stylized image of a person
    D. G.
    Building Manager
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  • Stylized image of a person
    M. D.
    Senior Strategy Associate
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    H. M.
    Senior Associate
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  • Stylized image of a person
    C. B.
    Principal
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  • Stylized image of a person
    R. S.
    Senior Strategist
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OPINICUS Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from OPINICUS

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Chief Retirement Plans Officer
    Phone icon
    United StatesFlorida
    Oct 29, 2025
  • Stylized image of a person
    C. M.
    Chief Tax Officer
    Phone icon
    United StatesFlorida
    Jan 27, 2026
  • Stylized image of a person
    G. D.
    Chief Of Strategy / Principal
    Phone icon
    United StatesFlorida
    Oct 20, 2025
  • Stylized image of a person
    D. G.
    Building Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. D.
    Senior Strategy Associate
    Phone icon
    United StatesFlorida
    Aug 01, 2025
  • Stylized image of a person
    H. M.
    Senior Associate
    Phone icon
    United StatesFlorida
    Feb 03, 2026
  • Stylized image of a person
    C. B.
    Principal
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    Oct 23, 2024
  • Stylized image of a person
    R. S.
    Senior Strategist
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    United StatesOregon
    Aug 04, 2025
  • Stylized image of a person
    B. M.
    Strategy Advisor
    Phone icon
    United StatesFlorida
    Jan 28, 2026

Frequently Asked Questions

What is OPINICUS known for?

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OPINICUS was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 3014 West Palmira Avenue Tampa, Florida 33629 United States; you can contact the main corporate office by phone at . Explore OPINICUS's company overview page for more information.

What is OPINICUS's most common email format?

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OPINICUS employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OPINICUS email formats with LeadIQ.

How many employees does OPINICUS have currently?

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OPINICUS has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are OPINICUS's key employees and leadership?

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As of February 2026, OPINICUS's key employees include:

  • Chief Retirement Plans Officer: K. B.
  • Chief Tax Officer: C. M.
  • Chief Of Strategy / Principal: G. D.
  • Building Manager: D. G.
  • Senior Strategy Associate: M. D.

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