
Jay is an experienced private financial and wealth advisor with more than 30 years of experience helping individuals, couples and business owners plan their financial journey. He works primarily with clients in the areas of pre-retirement, retirement, estate and business planning. As a CERTIFIED FINANCIAL PLANNERTM professional for over 29 years, Jay has extensive experience in clarifying issues for individuals and families, and determining an individualized, balanced financial plan for each of his clients.
Retirement Advisor magazine named Jay among the 2014 Advisor of the Year finalists*. Prior to starting the firm, Jay was an advisor with Insight Private Advisors in Bridgewater, NJ. He was previously a partner at MACRO Consulting Group in Parsippany and a managing partner for New England Financial Services in Somerville, NJ.
Jay is a graduate of Rutgers University. He earned his CERTIFIED FINANCIAL PLANNERTM designation from the College of Financial Planning in Denver, Colorado. He currently lives in Somerset County with his wife and three sons.
*Evaluative criteria based on production, community involvement, an ability to connect with clients, a passion for working with seniors and an exemplary compliance and suitability record.
Jay's full history with FINRA can be viewed on FINRA's Broker Check
Newsletters
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.