Opal Wealth Advisors

Opal Wealth Advisors Opal Wealth Advisors empowers you to use wealth as a pathway to freedom, joy, and abundance. Important Disclosure Information: https://bit.ly/opaldisclosure

Women face unique financial challenges, from career transitions to caregiving responsibilities to planning for a longer ...
06/03/2026

Women face unique financial challenges, from career transitions to caregiving responsibilities to planning for a longer retirement. Our OpalWomen division was built specifically to support women at every stage of their financial journey.

Because you deserve advice that actually fits your life.

🌐 Connect with an Advisor at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Meet Kayla Kennelly, Chief Growth Officer at Opal Wealth Advisors!Kayla brings a powerhouse background in the financial ...
06/02/2026

Meet Kayla Kennelly, Chief Growth Officer at Opal Wealth Advisors!

Kayla brings a powerhouse background in the financial services industry, including VP roles at Goldman Sachs and Pershing, as well as leading financial wellness initiatives at Facet Wealth.

At Opal, she drives growth strategy, talent development, and the firm's long-term vision. She is passionate about financial education and mentorship, having co-founded a reverse mentoring program and served as a Financial Literacy Board Member for InvestmentNews.

Outside of work, Kayla is a mom, a snowboarder, a traveler, and even the owner of a mobile beverage business. We are so grateful to have her energy and expertise on the Opal team!

We would love to learn about your goals.
🌐 Talk with an Advisor at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Running a business is hard enough. Managing your personal and business finances at the same time should not have to be.O...
05/30/2026

Running a business is hard enough. Managing your personal and business finances at the same time should not have to be.

OpalEntrepreneur helps entrepreneurs and business owners on Long Island separate, protect, and grow their wealth so they can stay focused on what they do best.

Ready to separate your business and personal finances? Let us help.
🌐 Visit opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Have you grabbed your free copy yet? Our Ultimate 2026 Financial Planning Checklist walks you through everything you nee...
05/28/2026

Have you grabbed your free copy yet? Our Ultimate 2026 Financial Planning Checklist walks you through everything you need to set yourself up for a strong year financially. It is free, it is practical, and it is a great first step toward taking control of your money.

🔗 Download your free copy now at opalwealthadvisors.com

Please see important disclosure at opalwealthadvisors.com/disclosure

05/27/2026

A rough freshman year doesn’t automatically close doors in the college admissions process.

In our recent webinar, “10 Things You Must Know About Getting Into College,” we discussed how colleges often look for growth, resilience, and an upward academic trend. Many students take time adjusting to high school, and admissions teams understand that.

What matters most is how a student responds. Stronger grades over time, thoughtful course selection, and providing context around challenges can all help tell a more complete story.

Catch the full webinar here: https://hubs.la/Q04h895j0



Please see important disclosure information at https://hubs.la/Q04h8jkN0

Behind every financial plan is a team that genuinely cares. We are proud of the people who show up every day for our cli...
05/26/2026

Behind every financial plan is a team that genuinely cares. We are proud of the people who show up every day for our clients.

This is what The Opal Way looks like in real life, a group of dedicated professionals committed to your success, your family, and your future.

This could be your team too.
🌐 Take the first step at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Meet Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, Financial Advisor and Principal at Opal Wealth Advisors.Jesse is the creat...
05/22/2026

Meet Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, Financial Advisor and Principal at Opal Wealth Advisors.

Jesse is the creator of The Opal Way, a proprietary 7-conversation approach to holistic financial planning that helps clients clarify their goals and achieve meaningful results. He specializes in retirement income, tax efficiency, and alternative investment strategies, and is deeply passionate about helping clients align their wealth with their values, including charitable giving and legacy planning.

A SUNY Cortland and Pace University MBA graduate, Jesse co-founded Opal to make a real difference in clients' lives. As a blood cancer survivor, he also chairs the LLS Visionaries of the Year national campaign and raised over $437,000 for cancer research in just 10 weeks.

We are proud to have Jesse leading the way at Opal.

Want to work with a team like this?
🌐 Schedule your free consultation at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

05/20/2026

We recently hosted a webinar with Chelsea Barrows, CFP® and Beth and Tim Manners of The Manners Group, “10 Things You Must Know About Getting Into College,” and one topic that sparked a great conversation was the common mistakes students make in their college essays.

College admissions officers often point to essays that lack a clear focus or personal message. Other challenges can include poor proofreading, overly generic topics, or essays that don’t connect with the rest of the application.

The strongest essays tend to be personal, specific, and authentic. A meaningful experience or unique perspective can help students stand out in a meaningful way.

Catch the full webinar here: https://hubs.la/Q04h84h10



Please see important disclosure information at https://hubs.la/Q04h83mS0

At Opal, we believe financial freedom should not feel overwhelming. That is why we built The Opal Way: a process designe...
05/19/2026

At Opal, we believe financial freedom should not feel overwhelming. That is why we built The Opal Way: a process designed to close the gap between where you are and where you want to be. Personalized. Proactive. Always in your best interest.

Curious what that looks like for you?

See what The Opal Way can do for you.
🌐 Talk with an Advisor at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Markets have been moving fast this spring. While headlines can feel alarming, staying focused on your long-term plan is ...
05/18/2026

Markets have been moving fast this spring. While headlines can feel alarming, staying focused on your long-term plan is almost always the right move.

At Opal Wealth Advisors, we continuously monitor your portfolio and adjust quickly when needed so you do not have to. That is the peace of mind you deserve.

Have questions about your portfolio? We are here.
🌐 Talk with an Advisor at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

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2 Jericho Plaza, Suite 208
Jericho, NY
11753

Telephone

+15163887980

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