Financial Planning Associate
Jay’s financial services career launched in 2016 where he served as a Portfolio Manager and Financial Planner prior to joining LPL Financial in 2019. Jay received both his Bachelor of Science in Finance and Master of Science in Finance from the University of San Diego and he is currently pursuing his CFP® designation. Jay is an LPL employee and is part of the Paraplanning Services team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals. LPL’s Financial Planning group is not affiliated with Vista Wealth Management.