Lee Korn, CPWA®
Financial Advisor & Principal | Serving Entrepreneurs & High-Net-Worth Families
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Serving Clients Nationwide
Financial Advisor & Principal | Serving Entrepreneurs & High-Net-Worth Families
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Retirement Planning
- Taxes
About Lee Korn, CPWA®
Lee Korn is committed to seeing clients succeed. He loves to brainstorm ideas to arrive at the best solutions—and he stands side-by-side with clients to help make sure those solutions are effectively implemented. In particular, Lee enjoys assisting business owners in identifying opportunities and strategies to take their companies to the next level. With a forward-thinking outlook, he also helps Opal remain at the forefront of the financial planning industry.Before forming Opal Wealth Advisors with partners Jesse Giordano and Joe Filosa, Lee co-founded the 360 Group at Morgan Stanley where he was a financial advisor and family wealth director. Previously, he worked at Edward Jones as a personal wealth manager. He began his career as a commercial banker helping successful business owners raise capital for acquisition and expansion.
Lee graduated from Queens College in New York City with a degree in accounting. Active in his community, he has volunteered extensively with special needs organizations. Lee has a wife and three children. He upholds a strong commitment to helping young people develop good values as well as leadership and life skills. He is a Cub Scout Cubmaster and an active board member at his temple.
Professional Designations
- Certified Private Wealth Advisor (CPWA)
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
Queens College, Accounting
Hobbies and Interests
- Family
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.
