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

Summer is right around the corner, and with it comes a great opportunity to revisit your financial plan.Have your goals ...
06/18/2026

Summer is right around the corner, and with it comes a great opportunity to revisit your financial plan.

Have your goals shifted? Did you get a raise, start a new chapter, or make a major purchase this year? A mid-year check-in with your advisor can make all the difference in finishing 2026 strong.

Schedule your mid-year review today. Talk with an Advisor at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

You have enough on your plate. Managing every financial detail should not be one more thing on your to-do list.At Opal, ...
06/12/2026

You have enough on your plate. Managing every financial detail should not be one more thing on your to-do list.

At Opal, we handle the complexity so you can stay focused on what matters most. We put strategies in place to grow and preserve your wealth while you live your life.

Take control of the big picture. Talk with an Advisor at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Meet Joseph N. Filosa, CFP®, CLU®, Financial Advisor at Opal Wealth Advisors!Joe's passion as a founding partner stems f...
06/11/2026

Meet Joseph N. Filosa, CFP®, CLU®, Financial Advisor at Opal Wealth Advisors!

Joe's passion as a founding partner stems from a desire to positively impact clients' lives. At an early age, he began helping his entrepreneurial father navigate the investment world, and the impact it had on his family finances sparked a lifelong commitment to financial planning.

At Opal, Joe specializes in developing personalized financial plans that include retirement, insurance, and investment strategies. As a business owner himself, he brings a deep understanding of the challenges that come with running a company, especially a family-owned one.

Above all, Joe uses communication, trust, and understanding to help each client build the life they dream of living. We are proud to have him as a founding pillar of the Opal team!

Want to work with a team like this? Visit opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

06/09/2026

OpalWomen is a division of Opal Wealth Advisors focused entirely on women's wealth.

Led by Katherine Dean, CFP and MBA, OpalWomen is built around education, community, and giving women a place to feel truly comfortable talking about their money, their goals, and the legacy they want to create.

It is a space for female professionals and executives to gain financial peace of mind and real clarity on how their money is working for them.

Ready to take the next step? Talk with an Advisor at opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

Why do clients choose Opal Wealth Advisors? Because we put you first, always.As a fiduciary, we are legally and ethicall...
06/05/2026

Why do clients choose Opal Wealth Advisors? Because we put you first, always.

As a fiduciary, we are legally and ethically committed to acting in your best interest. No products to sell. No conflicts of interest. Just trusted guidance, personalized attention, and a plan built around your life and your goals.

Ready to put your finances first? Talk with an Advisor today.
🌐 Visit opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

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

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2 Jericho Plaza, Suite 208
Jericho, NY
11753

Telephone

+15163887980

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