Jesse Giordano, CFP®, CAP®, RLP®, CBEC®

Jesse Giordano guides clients in creating the financial future they want. He uses The Opal Way, a proprietary approach he developed and oversees. With seven 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.

Phone: 516-388-7980 | Email: Jesse.giordano@opalwealthadvisors.com

Website: opalwealthadvisors.com | LinkedIn