Joseph N. Filosa, CFP® Financial Advisor, Principal

Joe Filosa’s passion as a founding partner at Opal stems from his desire to positively impact clients’ lives for the better. At an early age, he began helping his entrepreneurial father dive into the investment universe. The favorable effects this had on family finances hooked him on the enormous benefits of financial planning.

At Opal, Joe specializes in developing personalized financial plans for clients that include retirement, insurance, and investment strategies. But he believes that even the best plan is just a document. The magic is in implementation of The Opal Way to help clients find the confidence and clarity to focus on what really matters to them.

As a business owner himself, Joe also brings a deep understanding of the challenges and complexities that come with running a business—especially one that is family-owned. After exploring different options, he helps business owners select the best course of action to meet their goals and objectives. Above all, Joe uses communication, trust, and understanding to help each client build the life they dream of living.

We listen with care. By combining our understanding of clients’ dreams with our deep knowledge of how to alter the financial future, we help make new realities possible.

Prior to working with Jesse Giordano and Lee Korn to form Opal Wealth Advisors, Joe was a financial advisor with the 360 Group at Morgan Stanley. He joined Morgan Stanley while still a college student.

Joe holds a Bachelor of Business Administration from Baruch College of the City University of New York. He went on to earn his CERTIFIED FINANCIAL PLANNER™ certification. As a married father of two children, Joe is deeply committed to improving young lives. He volunteers to teach financial literacy skills to youth and adults in underserved communities. He also sits on the Board of Advisors at St. Elizabeth’s Catholic Academy.

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.

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