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 30 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 Sarasota County, Florida.  He serves clients throughout the country.

*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