CoverProfile

Gino Carollo

Financial Advisor

Opal Wealth Advisors

United States, New York, Jericho

About Me

As a financial advisor, I take pride in developing meaningful connections with my clients on a personal and professional level. I'm an empathetic listener, and my mission is to help people gain clarity about what they truly want out of life. With my well-honed analytical skills, I'm able to simplify complex financial matters and make them understandable for my clients. I work with clients to develop clear and concise plans of action to help them achieve their financial goals. With my depth of experience, I can guide clients throughout their entire investment life cycle, ensuring that they're always making informed decisions. But above all, my greatest joy comes from empowering people to l

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Profile Information

Financial Advisor

Opal Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Jericho

New York

United States

Mar 5, 2025

Work Experience

Opal Wealth Advisors

Financial Advisor
Oct 2021 - Present

Citi

Wealth Advisor
Sep 2012 - Oct 2021

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