Opal Wealth Advisors, a registered investment advisory firm, today announced that Jesse Giordano, CFP, co-founder and principal, has been recognized as a 2019 Best-In-State Wealth Advisor by Forbes. The list honors over 3,000 top advisors across the country.
The Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, assets under management, and revenue trends. To be considered, advisors must have a minimum of seven years of experience. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Out of nearly 30,000 nominations, the final list showcases financial advisors who are leading the way in applying best practices in their approach to working with clients.
Its an honor to be recognized in Forbes 2019 rankings, said Giordano. My career has been dedicated to empowering clients. At Opal, we specialize in helping clients define their purpose and build their own personal pathways to financial freedom, joy and abundance.
Giordano has been in the financial services industry for 20 years. He co-founded Opal Wealth Advisors in 2019 to offer high-level financial planning and investment management services, combined with leadership and performance coaching. The firms clients include business owners and high net worth individuals. Prior to Opal, he co-founded the 360 Group inside Morgan Stanley. A graduate of SUNY Cortland, Giordano also holds an MBA in Financial Management from Pace Universitys Lubin School of Business.
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To learn more about Jesse Giordano and Opal Wealth Advisors, visit www.opalwealthadvisors.com.
About Opal Wealth Advisors
Opal Wealth Advisors is an independent registered investment advisor (RIA) providing financial and professional development services for both individuals and businesses. Founded by longtime partners Lee A. Korn, Jesse Giordano, and Joseph N. Filosa, Opal Wealth Advisors offers independent advice coupled with fully integrated services, support and technology. With a comprehensive focus on both financial planning and leadership development, Opal Wealth Advisors goes beyond traditional advice, inspiring clients to take action to achieve true financial freedom and fulfillment. For more information, visit Opal Wealth Advisors at www.opalwealthadvisors.com.
Opal Wealth Advisors