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Jesse Giordano Named a Finalist for the 2026 Invest in Others Award
Read MoreWe are incredibly proud to share that Jesse Giordano, CFP®, CAP®, RLP®, CEBC®, Financial Advisor and Principal at Opal Wealth Advisors, has been named one of three national finalists for the 2026 Invest in Others Community Service Award. Jesse is being recognized for his extraordinary leadership and long-standing service to Blood Cancer United, formerly known…
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Lee Korn Featured in Financial Planning on Second-Home Tax Planning
Read More“Keep, Rent, Gift or Sell? Second-Home Tax Creates Ripple Effects in Planning”By Zoe Sagalow Financial Planning recently featured Lee Korn, CPWA®, Managing Partner and Founder of Opal Wealth Advisors, in the article “Keep, Rent, Gift or Sell? Second-Home Tax Creates Ripple Effects in Planning.” The article examines New York City’s new pied-à-terre tax and the…
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Opal Wealth Advisors Featured in Financial Planning
Read More“How Advisors Can Act as Hubs for Clients’ Lawyers, Accountants” By Zoe Sagalow Financial Planning recently featured Lee Korn, Principal and Financial Advisor at Opal Wealth Advisors, in the article “How Advisors Can Act as Hubs for Clients’ Lawyers, Accountants.“ The piece explores how financial advisors can better serve clients by working collaboratively with accountants, attorneys, insurance professionals,…
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Forbes Honors Opal Wealth Advisors as One of America’s Top RIA Firms in 2025
Read MoreOpal Wealth Advisors is honored to be recognized on the 2025 Forbes | SHOOK list of America’s Top Registered Investment Advisory (RIA) Firms. Now in its fourth year, this prestigious ranking celebrates firms with proven track records of safeguarding and growing client wealth in a time of economic uncertainty. This year’s list highlights 250 firms…
Please see: The ranking was based on the period of March 31, 2024 through March 31, 2025. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.
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Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer
Read MoreFormer Goldman Sachs VP Set to Lead Independent RIA’s Strategic Growth Initiatives JERICHO, NY, April 15, 2025- Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, today announced the appointment of Kayla Kennelly as Chief Growth Officer. With 14 years of industry experience spanning both…
Please see: Please see additional disclosure information opalwealthadvisors.com/disclosure/
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Opal Wealth Advisors Named to the Forbes/SHOOK List of Top RIA Firms for the Second Consecutive Year
Read MoreFor the second year in a row, Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, has been named to the distinguished Forbes/SHOOK list of top Registered Investment Advisory firms in America. The compilation, now in its third year, honors firms with strong track records…
Please see: This ranking was provided on October 8, 2024 by Forbes and SHOOK Research. The ranking was based on the period of March 31, 2023 through March 31, 2024. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.
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Opal Wealth Advisors Honored by Forbes as One of America’s Top RIA Firms in 2023
Read MoreOpal Wealth Advisors is thrilled to announce its inclusion on the prestigious 2023 Forbes/SHOOK list of America’s Top Registered Investment Advisory (RIA) Firms. This second annual compilation received 42,643 nominations, and selected 250 firms holding a cumulative total of more than $1.1 trillion assets under management (AUM). In addition to AUM, the rankings were based…
Please see: This ranking was provided on October 10, 2023 by Forbes and SHOOK Research. The ranking was based on the period of March 31, 2022 through March 31, 2023. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.
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Opal Wealth Advisors Named to Financial Advisor Magazine’s 2023 List of Top RIA Firms
Read MoreWe are pleased to announce that Opal Wealth Advisors has been named among the top registered investment advisor firms in the U.S., according to Financial Advisor magazine’s 2023 RIA Survey & Ranking. This prestigious listing is compiled by the magazine using verified data gathered from RIA firms that voluntarily complete an annual survey. Financial Advisor…
Please see: This ranking was provided in July, 2023 by Financial Advisor magazine. The ranking was based on assets under management as of December 31, 2022. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.
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The Leukemia & Lymphoma Society (LLS) Congratulates Its 2020 Man & Woman of the Year Winners
Read MoreJesse Giordano of Opal Wealth Advisors was honored in Forbes magazine for his fundraising contributions to the Leukemia & Lymphoma Society (LLS). Jesse was recognized as the LLS 2020 National Runner Up for Man of the Year Award.
