News from SVA Plumb Financial
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SVA Plumb Financial’s Neary Earns Certified Senior Advisor® Certification

By SVA | 7/26/2018

SVA Plumb Financial professional Jay Neary has earned the Certified Senior Advisor (CSA)® certification from the Society of Certified Senior Advisors®.   

The Certified Senior Advisor (CSA)® is the leading certification for professionals serving older adults, and is a designation awarded to qualified individuals. Earning the CSA certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging.

Jay is a Financial Consultant with SVA Plumb Wealth Management, LLC. He focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions.  He is a part of a diverse team of wealth management professionals who help individuals and families accumulate, preserve and transfer their wealth.

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.