Lee Korn, CPWA®Financial Advisor, Principal at Opal Wealth AdvisorsSpeaker
Profile
Lee Korn is a founding partner at Opal Wealth Advisors, an award-winning independent RIA based in Jericho, NY. With over 20 years of experience, Lee has driven innovation in wealth management, fueled by a passion for problem-solving and creating lasting value. His specialties include working with business owners to drive growth and helping individuals and families navigate complex financial situations.
Opal Wealth Advisors helps individuals, families, and businesses define their goals, devise a roadmap, and overcome any obstacles to financial success. This personalized service is the ultimate problem-solving toolkit based on the belief that everyone deserves a life of financial freedom, joy, and abundance.
Beyond his professional achievements, Lee is a dedicated community volunteer, with a particular focus on supporting special needs organizations and mentoring young people. His personal values of integrity, compassion, and service are reflected in his approach to both his professional and personal life.
Agenda Sessions
High-Tech, High-Touch: Client Engagement in the Digital Age
, 4:25pmView Session