CA Insurance License No. 0K31335
Financial planning is all about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. Jay is a financial planner who concentrates his efforts on creating diversified investment and comprehensive advisory services. He helps his clients develop successful strategies to achieve their financial goals and objectives.
Jay is married and has lived in Oceanside/Carlsbad his entire life. He enjoys golfing, loves the outdoors, hiking and related activities.
- BS Degree in Business Administration and Finance, Pt. Loma Nazarene University
- Certified Financial Planner practitioner CFP® – College For Financial Planning, Denver, CO
- Insurance Licensed, Insurance and Annuities – License No. 0K31335
- Registered Representative – Securities America, Inc.
- Investment Advisor Representative – Financial Focus LLC