1917 Palomar Oaks Way, Suite 130 - Carlsbad, CA - 92008 760.431.3040

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. His knowledge of the markets and innovative thinking are an asset to the firm.

Jay is married, has three daughters and has lived in Oceanside/Carlsbad his entire life. He enjoys golfing, loves the outdoors, hiking and fishing.


  • BS Degree in Business Administration and Finance, Pt. Loma Nazarene University
  • Certified Financial Planner practitioner CFP® — College For Financial Planning, Denver, CO
  • Investment Advisor Representative – Financial Focus LLC
  • Insurance Licensed - Insurance and Annuities – CA Insurance License#: 0K31335
  • Registered Representative – Securities America, Inc.