After a surprise fire drill, Jesse joins George his latest discussion about life planning and A Golden Civilization.
Listen to this video to hear Jesse speak about his personal journey to financial life planning and his choice to bring his clients, colleagues, friends, and family together for a Golden Civilization Conversation. They discuss being vulnerable, helping others identify their personal goals, building trust, and inspiring change in others.
Jesse formed Opal Wealth Advisors with Lee Korn and Joe Filosa in order to make a meaningful difference in clients’ lives with a visionary process of financial planning and investment management. Prior to Opal, he co-founded the 360 Group inside Morgan Stanley, working as a Financial Advisor and Family Wealth Director. Jesse began his career at Merrill Lynch. He was recognized as a 2019 Best-In-State Wealth Advisor by Forbes, a list honoring top advisors across the country. Jesse sits on the Board of Trustees for the Leukemia and Lymphoma Society (LLS). As a blood cancer survivor, LLS is a personal mission and he is very active with them. He’s also on the board of advisors for Mercy College MBA program. In addition, Jesse volunteers his high-level training skills as a speaker helping college students learn about financial literacy and leadership.
You can read more about Jesse here: https://opalwealthadvisors.com/team/jesse-giordano-cfp/