Jesse Giordano, CFP^®, CAP^®, RLP^®, CBEC^® Financial Advisor, Principal

Jesse Giordano guides clients in creating the financial future they want. He uses The Opal Way, a proprietary approach he developed and oversees. With 7 integrated conversations, The Opal Way offers holistic financial planning to help investors clarify goals and achieve meaningful results.

As senior lead advisor, Jesse specializes in retirement income plans, tax efficiency planning, and alternative investment strategies to help clients get the most out of wealth building opportunities. He also helps investors plan for transferring wealth and preparing their heirs for a successful financial future. For clients with causes they’re passionate about, Jesse helps with strategies to maximize impact while capturing financial benefits and tax advantages. Another of his passions is managing endowments and planned giving programs for nonprofit organizations.

Jesse also mentors the firm’s other advisors to help them deliver all the benefits of The Opal Way. An accomplished speaker, he inspires success.

Rather than offering only standard ‘how to’ financial advice, Opal helps clients find the powerful ‘why’ of purpose. Our commitment to client success is unlike any other wealth management experience available.

Jesse co-founded Opal Wealth Advisors in order to make a meaningful difference in clients’ lives. Prior to Opal, he co-founded the 360 Group inside Morgan Stanley. Jesse began his career at Merrill Lynch.

A graduate of SUNY Cortland, Jesse also holds an MBA in Financial Management from Pace University’s Lubin School of Business. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Advisor in Philanthropy^®, a Certified Business Exit Consultant^®, and a Registered Life Planner^®. He was recognized as a 2019 Best-In-State Wealth Advisor by Forbes, and named a 2020 Honoree in the Long Island Business News Business & Finance Awards.

Jesse is the former chair of the Board of Trustees for the Leukemia and Lymphoma Society (LLS). As a blood cancer survivor, LLS is a personal mission and Jesse currently chairs the national Visionaries of the Year campaign to raise $100 million for cancer research. He was recognized as the LLS National Runner Up and Long Island Chapter’s 2020 Man of the Year after raising more than $437,000 in just 10 weeks. In addition, Jesse volunteers his high-level training skills as a fundraising coach.

*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if OWA is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, OWA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of OWA by any of its clients.

*Please See Limitations.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.