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.