Jay is a Financial Consultant with SVA Plumb Wealth Management, LLC.
Jay 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.
- University of Wisconsin- Milwaukee - Bachelor of Arts & Science - Economics & History
- CERTIFIED FINANCIAL PLANNER™
- Certified Senior Advisor (CSA)®
- Financial Planning Association - Member
Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business. Be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit: www.csa.us