In the News

Crossing the Finish Line: Making a Successful Transition to Independence

The principals at Opal Wealth Advisors in Jericho, New York, can attest to the value of having the right custodian partner. “Thanks to the Schwab team, we couldn’t have been more prepared for the launch of our firm,” said… more

Jesse Giordano Honored with 2020 Business & Finance Award from Long Island Business News

Jesse Giordano, Financial Advisor/Principal of Opal Wealth Advisors, has been named an Honoree of the 2020 Business & Finance Awards from Long Island Business News. The awards recognize financial professionals for their outstanding performance as stewards of Long… more

Jesse Giordano of Opal Wealth Advisors Recognized as The Leukemia & Lymphoma Society’s National Runner Up and Long Island Chapter’s 2020 Man of the Year

Jesse Giordano with Team Unity raises $437,510.80, and with fellow local candidates collectively raised a recording-breaking $890,000-plus, reaching new heights and surpassing fundraising goals for cancer cures. more

Wanting More – How I Became an Independent RIA

An interview with Jesse Giordano, Lee Korn, and Joseph Filosa of Opal Wealth Advisors and Schwab Advisor Services. At 41, Jesse Giordano was at the top of his career. But he didn’t feel like it. He was no longer… more

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor

A conversation with Lee Korn, Principal, Opal Wealth Advisors and Mindy Diamond. When Lee Korn and his partners left Morgan Stanley in January of 2019 to launch their independent firm Opal Wealth Advisors, the thought of managing through an… more

Ones to Watch in Wealth Management – Katherine Dean

A certified financial planner, Katherine Dean is managing director of operations at Opal Wealth Advisors in Jericho. She previously founded Living Your Worth, a women's empowerment and coaching organization. Prior to that, Dean was a group director at… more

Long Island People On the Move – Jesse Giordano

Jesse Giordano of Glen Cove, principal at Opal Wealth Advisors in Melville, has been elected interim chair of the board of trustees of the Leukemia & Lymphoma Society, Long Island Chapter in Melville. more

Opal Wealth Advisors’ Jesse Giordano Named to Forbes 2019 Best-in-State Wealth Advisors List in New York

Opal Wealth Advisors, a registered investment advisory firm, today announced that Jesse Giordano, CFP®, co-founder and principal, has been recognized as a 2019 Best-In-State Wealth Advisor by Forbes. The list honors over 3,000 top advisors across the country... more

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Should Your Firm Hire a Life Coach?

What are your goals? Jesse Giordano, an advisor and one of the founders of Opal Wealth Advisors, hates that question. He feels like it puts him on the spot—as if he must come up with the perfect answer. Consequently, he doesn’t… more

Ex-Morgan Stanley Execs Launch New Jericho Firm

A team of former Morgan Stanley executives have launched a new financial advisory firm in Jericho. The new company, Opal Wealth Advisors, is headed by Lee Korn, Jesse Giordano and Joseph Filosa, who were formerly members of the… more