Lee Korn, CPWA®
Lee Korn, CPWA®, is a Financial Advisor and Principal at Opal Wealth Advisors, where he helps individuals, families and business owners navigate complex financial decisions and turn their goals into actionable strategies. Known for his collaborative and solutions-oriented approach, Lee enjoys working side-by-side with clients to identify opportunities, evaluate alternatives and, importantly, help ensure that strategies are effectively implemented.
He has particular expertise working with business owners, drawing on decades of experience spanning banking, wealth management and financial planning to help them think strategically about both their businesses and their personal financial lives.
Lee also plays an important role in helping shape Opal Wealth Advisors' forward-looking approach to financial planning. He is continually exploring new ideas, strategies and resources that can help the firm deliver greater value to clients while staying at the forefront of a rapidly evolving wealth management industry.
Beyond his work with clients, Lee has long been committed to his community and to helping young people develop strong values, leadership skills and confidence. He has volunteered extensively with organizations supporting individuals with special needs and has served in leadership roles within local youth and community organizations.
Phone: 516-388-7980 | Email: lee.korn@opalwealthadvisors.com | Website: opalwealthadvisors.com
