Jonah Blumenthal, JD Financial Advisor

Jonah Blumenthal brings a unique perspective to financial planning, drawing from his extensive background as a trusts and estates attorney. With over eight years of experience at premier Long Island law firms, including Rivkin Radler LLP and Forchelli Deegan Terrana LLP, Jonah has guided countless executors, trustees, and families through complex wealth transfers and estate planning decisions. This distinctive background allows him to spot potential obstacles before they arise and create strategies that stand the test of time. 

What drives Jonah is the opportunity to be a trusted partner in his clients’ financial journeys from day one. Having witnessed both successful wealth transfers and costly financial missteps in his legal practice, he understands the critical importance of making sound decisions early. At Opal, he combines his deep knowledge of estate and tax planning with a passion for helping clients build and preserve wealth both for themselves and for future generations. 

“One of the things that excites me about Opal is joining clients on their journey from the very beginning, partnering with them to help increase their wealth and serving as a sounding board during their most important life decisions.” 

Named a Super Lawyer’s New York Metro Rising Star for Estate and Probate from 2021-2024, Jonah holds a Juris Doctor from St. John’s University School of Law and is admitted to practice in New York, New Jersey, and the United States Tax Court.  Away from the office, Jonah is a family man who enjoys quality time with his wife and three children, as well as open-fire barbecuing, consuming audiobooks, and playing tennis and basketball. 

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.