Jonah Blumenthal helps individuals and families make informed financial decisions during some of life’s most important moments. Whether planning for their family’s future, preparing for retirement, coping with the loss of a loved one, or navigating a major life or career transition, his clients often face decisions that involve both financial complexity and emotional weight. Jonah helps them approach those decisions with clarity, perspective, and a well-defined plan.
At Opal, Jonah works closely with clients across a broad range of planning needs, including investment strategy, retirement planning, tax considerations, estate planning, and wealth preservation. He believes effective financial guidance combines thoughtful investment management, disciplined planning, and a deep understanding of each client’s goals and priorities. By taking the time to understand what matters most to his clients, Jonah helps them make informed decisions, align their financial resources with their long-term objectives, and navigate new opportunities and challenges as life evolves.
“Financial planning is about more than solving today’s problems. It’s about creating a framework for the decisions and opportunities that lie ahead.”
Prior to becoming a financial advisor, Jonah spent nearly a decade practicing trusts and estates law at leading Long Island firms, including Rivkin Radler LLP and Forchelli Deegan Terrana LLP. He advised executors, trustees, business owners, and families on estate and trust administration, wealth transfer, business succession planning, and other complex legal and financial matters. Many of these engagements occurred during periods of significant transition, requiring not only technical expertise but also thoughtful guidance, clear communication, and sound judgment. His experience as both an attorney and financial advisor allows him to bring a unique perspective to planning, helping clients navigate complex decisions with technical depth, practical insight, and a steady hand.
Named a Super Lawyers New York Metro Rising Star in Estate & Probate from 2021 through 2024, Jonah earned his 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 enjoys spending time with his wife and four children. Raising a growing family has deepened his appreciation for adaptability, intentional decision-making, and maintaining focus on the people and priorities that give planning its purpose.
