Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor & Principal | Serving High-Net-Worth Retirees & Families
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Serving Clients Nationwide
Financial Advisor & Principal | Serving High-Net-Worth Retirees & Families
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Retirement Planning
- Taxes
About 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 7 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.
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. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Advisor in Philanthropy®, a Certified Business Exit Consultant®, and a Registered Life Planner®.
Jesse is the former chair of the Board of Trustees for the Leukemia and Lymphoma Society (LLS). As a blood cancer survivor, LLS is a personal mission and Jesse currently chairs the national Visionaries of the Year campaign to raise $100 million for cancer research. He was recognized as the LLS National Runner Up and Long Island Chapter’s 2020 Man of the Year after raising more than $437,000 in just 10 weeks. In addition, Jesse volunteers his high-level training skills as a fundraising coach.
Professional Designations
- Certified Business Exit Consultant (CBEC)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Advisor in Philanthropy (CAP)
- Registered Life Planner (RLP)
Primary Location
2 Jericho Plaza Suite 208, Jericho, NY 11753
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Opal Wealth Advisors
At Opal Wealth Advisors, we work with successful people and families who want clarity, confidence, and thoughtful guidance as their lives and wealth become more complex. We help clients navigate important decisions across every stage of life so wealth remains a tool that supports what matters most.As a registered investment advisor and fiduciary, we are legally and ethically bound to put your interests first, always. No hidden agendas, no outside incentives. Just independent, unbiased guidance designed around you.
We proudly step into the role of a true, lifelong partner. We take time to understand not only the nuances of your net worth, but the people you care about, the transitions you're facing, and the concerns that may not always be easy to articulate. Our clients often tell us this is the first time they've felt truly understood by an advisory firm.
Some of the moments we help navigate are joyful. Others are hard. The birth of a child, the sale of a business, a divorce, or the loss of a loved one. These are the times when having the right financial partner matters most. We make sure your wealth is ready for both the expected and the unforeseen, so you can focus on what matters most.
From there, we coordinate across all aspects of your wealth, advocate for your best interests, and proactively address the challenges standing between you and freedom.
The Opal Way
Working with Opal means you get more than investment management. Here's what that looks like in practice:
1.You reclaim your time. We coordinate across the moving pieces of your financial life, so you’re not managing complexity on your own.
2. Decisions are made with clarity. We bring structure to your investments, tax planning, estate considerations, and long-term goals so each decision connects to the bigger picture.
3.Your plan stays aligned as life evolves. We continuously monitor progress and adjust as your circumstances, priorities, and opportunities change.
4. You are prepared for both expected and unexpected transitions. Whether planning for retirement, business changes, or family needs, your financial strategy evolves with you.
5. You always come first. As a fiduciary, we serve your interests and only yours.
Exceptional service that frees you to live the life you want, now and in the future, is our core commitment to you.
Please see important disclosure information at opalwealthadvisors.com/disclosure
Education
Pace University - Lubin School of Business, MBA, Financial Management
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Women Professionals
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FAQs
FAQ Disclosures
Opal Wealth Advisors, LLC (“OWA”) is an SEC registered investment adviser located in Jericho, New York. OWA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
