Chloe Engel, CPA, CFE Financial Advisor

Chloe Engel brings a keen focus on partnership to her role as Financial Advisor at Opal Wealth Advisors. She’s dedicated to providing valuable insights on financial concepts and investment principles to clients, ensuring they’re well-informed and empowered to make sound decisions about their wealth. As a dependable advisor, Chloe leverages her extensive accounting background to navigate complex tax landscapes with expertise and provides advice tailored to each client’s unique objectives. 

Navigating life’s financial journey demands a loyal advocate in your corner. That’s why I’m dedicated to fostering strong client relationships built on a foundation of trust, clear guidance, and unwavering support.

Before joining Opal, Chloe spent eight years at KPMG, LLP in New York City. Most recently, she served as a Manager in the Dispute Advisory Services practice, where she managed the execution and delivery of alternative dispute services and litigation support for private equity firms, external counsel, and companies in the financial services, retail, industrial, and technology sectors. 

Chloe holds a Master of Science in Accounting and a Bachelor’s in Accounting from Binghamton University and is a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE).  

Outside of the office, Chloe enjoys traveling, reading, practicing yoga, and spending quality time with family and friends, especially in the great outdoors. 

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