While some might say that Jay is in the wealth management field, he sees his responsibility as happiness management. Jay believes that “The Pursuit is happiness”—the journey is as important as the destination. Over the years he spent as a litigation attorney, Jay encountered increasing numbers of families devastated by a lack of or poor financial planning. Since transitioning to wealth management, Jay discovered a problem on the other side of the spectrum—people so focused on the “end game” that they deprive their present for a future they might not ever experience. Now, Jay simplifies what could be a cumbersome and complicated process. He empowers clients to enjoy today as they plan for tomorrow. Outside of this mission, Jay’s many hobbies include watching movies and professional soccer, playing spikeball, traveling to new places, hiking in jungles and national parks, eating banana bread without chocolate chips, and of course—spending time with his family.
California Insurance License - 0L75317. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. Registered Representative of Park Avenue Securities LLC (PAS). PAS is a wholly-owned subsidiary of Guardian. Alive & Wealth, LLC is not an affiliate or subsidiary of PAS or Guardian. Not practicing law for Guardian or its subsidiaries or affiliates.