Opal Wealth Advisors
Highly Engaged Employees

Q: What is Opal Wealth Advisors's official website?

Opal Wealth Advisors's official website is www.opalwealthadvisors.com

Q: What is Opal Wealth Advisors's Revenue?

Opal Wealth Advisors's revenue is <$5 Million

Q: What is Opal Wealth Advisors's SIC code?

Opal Wealth Advisors's SIC: 62,628

Q: What is Opal Wealth Advisors's NAICS code?

Opal Wealth Advisors's NAICS: 52,523

Q: How many employees does Opal Wealth Advisors have?

Opal Wealth Advisors has 1-10 employees

Q: What industry does Opal Wealth Advisors belong to?

Opal Wealth Advisors is in the industry of: Finance , Securities Trading

Q: What is Opal Wealth Advisors competition?

Opal Wealth Advisors top competitors include: Shira Ridge Wealth Management , Wealth Advisory Services

Q: What technology does Opal Wealth Advisors use?

Some of the popular technologies that Opal Wealth Advisors uses are: WordPress.org, Cloudflare Website Optimization, HubSpot, Adobe Typekit

Q: How do I contact Opal Wealth Advisors?

Opal Wealth Advisors contact info: Phone number: (516) 388-7980 Website: www.opalwealthadvisors.com

Q: What does Opal Wealth Advisors do?

Opal Wealth Advisors offers personalized financial guidance to help clients take control of their finances, design their ideal retirement, and achieve their financial goals. They provide tailored services for pre-retirees, women, and entrepreneurs through their OPAL+ program. The firm emphasizes simplifying financial complexities and delivering per... sonalized attention to ensure clients stay on track with their financial plans. Located in Jericho, New York, Opal Wealth Advisors aims to empower clients to attain financial freedom and peace of mind. Read More

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

2 Jericho Plz Ste 208, Jericho, New York...

Phone Number

(516) 388-7980

Website

www.opalwealthadvisors.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Opal Wealth Advisors

Opal Wealth Advisors offers personalized financial guidance to help clients take control of their finances, design their ideal retirement, and achieve their financial goals. They provide tailored services for pre-retirees, women, and entrepreneurs through their OPAL+ program. The firm emphasizes simplifying financial complexities and delivering personalized attention to ensure clients stay on track with their financial plans. Located in Jericho, New York, Opal Wealth Advisors aims to empower clients to attain financial freedom and peace of mind.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Opal Wealth Advisors Org Chart

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Kayla Kennelly

Chief Growth Officer

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Jamie Bruno

Chief Compliance Officer

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Jesse Giordano

Financial Advisor & Principal & Speaker

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Relationship Manager

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Relationship Manager

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Investment Operations Analyst

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Financial Associate & Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Financial Advisor

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<$5M

1-10

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<$5M

2019

Kayla KennellyChief Growth Officer

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Wm. LeePresident

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Opal Wealth Advisors Tech Stack

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WordPress.org

Automattic

Cloudflare Website Optimization

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Frequently Asked Questions Regarding Opal Wealth Advisors

What is Opal Wealth Advisors's official website?

Opal Wealth Advisors's official website is www.opalwealthadvisors.com

What is Opal Wealth Advisors's Revenue?

Opal Wealth Advisors's revenue is <$5 Million

What is Opal Wealth Advisors's SIC code?

Opal Wealth Advisors's SIC: 62,628

What is Opal Wealth Advisors's NAICS code?

Opal Wealth Advisors's NAICS: 52,523

How many employees does Opal Wealth Advisors have?

Opal Wealth Advisors has 1-10 employees

What industry does Opal Wealth Advisors belong to?

Opal Wealth Advisors is in the industry of: Finance, Securities Trading

What is Opal Wealth Advisors competition?

Opal Wealth Advisors top competitors include: Shira Ridge Wealth Management, Wealth Advisory Services

What technology does Opal Wealth Advisors use?

Some of the popular technologies that Opal Wealth Advisors uses are: WordPress.org, Cloudflare Website Optimization, HubSpot, Adobe Typekit

How do I contact Opal Wealth Advisors?

Opal Wealth Advisors contact info: Phone number: (516) 388-7980 Website: www.opalwealthadvisors.com

What does Opal Wealth Advisors do?

What are Opal Wealth Advisors social media links?

Opal Wealth Advisors Linkedin page Opal Wealth Advisors Twitter page Opal Wealth Advisors Facebook page

Is Opal Wealth Advisors a public company?

Opal Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about Opal Wealth Advisors

Opal Wealth Advisors Latest Hires and Their Positions

Opal Wealth Advisors is expanding and recently hired new employees. Here are the latest additions to the team.

Christine Salmon

Relationship Manager

Joined May 15, 2026

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