PROFESSIONAL EXPERIENCE
Jay has over 20 years of professional experience in the areas of financial planning and wealth management. Jay works with business owners, professionals, executives and financially independent retirees with a special focus on retirement and IRA distribution planning. Prior to joining Summit Planning Group, LLC in 1995, Jay was a financial advisor at CIGNA Financial Advisors, Inc. with specialized training in estate planning for business owners and executives.
EDUCATION
Jay is a graduate of Bentley University with a bachelor's degree in Finance. He is a Certified Financial Planner™ (CFP®) professional and is securities licensed with Series 6, 7, 63 and 65 licenses as well as insurance licenses from several states. He is also Partnership Certified for Long Term Care by the State of Connecticut.
As a Certified Financial Planner™, Jay must meet the CFP Board's ongoing competency requirements of continuing education and adhere to the CFP Board's Code of Ethicsand Professional Responsibility and Financial Planning Practice Standards . These standards demonstrate to the public that CFP® certificants are individuals who have voluntarily agreed to meet high standards of professionalism in financial planning. Certificant's compliance with the CFP Board's certification standards helps to ensure the integrity of the CFP® certification marks for the benefit of the public.
AFFILIATIONS & COMMUNITY
Jay is the recipient of the Five Star Wealth Manager award by Connecticut Magazine. This distinction is awarded to less than 2% of wealth managers in the state. He is also a monthly contributor and writer in a Connecticut-based magazine on various financial planning matters. Jay has been quoted in Forbes Magazine and he is a member of the Financial Planning Association. Committed to a high level of ethics in his profession and for other professional advisors, Jay has been appointed by the Judges of the Superior Court in Connecticut to serve as a member of the grievance/ethics panel for the Ansonia/Milford Judicial District.
Since 1996, Jay has been a member of the Board of Directors of the Annual Milford Oyster Festival, Inc., a non-profit organization and currently serves as President. Jay has been elected to the Board of Directors of the Point Beach Improvement Association and serves as their Chairman. He also actively volunteers with the Cystic Fibrosis Foundation and Boys & Girls Club of Milford.
Jay is a lifelong Milford resident where he lives with his wife Wendy and their two children.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success.