Lee Korn

Background

About Lee Korn

A founding partner at Opal Wealth Advisors with more than 20 years of experience as a financial advisor. I’m passionate about solving problems to help clients create successful futures. I’ll happily brainstorm ideas all day to arrive at the best possible solution. That passion is behind the innovative approach we pioneered at Opal Wealth Advisors. When we founded Opal as an independent Registered Investment Advisor, we created a system to empower clients to succeed on their own terms. For me, it’s the ultimate problem-solving toolkit. It’s based on our belief that everyone can live a life of financial freedom, joy, and abundance. Our team helps individuals, families, and businesses define their goals, devise a roadmap, and overcome any obstacles. And we build and manage a financial framework to support their plans, including personalized portfolios designed to achieve goals while minimizing risk. My specialties include working with business owners to identify opportunities and strategies for taking their companies to the next level, and helping individuals and families navigate financial challenges. View our Privacy Policy here: https://opalwealthadvisors.com/wp-content/uploads/2020/03/Opal_Privacy_Policy_Jan2020.pdf