Jay Czarapata (CFP®)

Jay Czarapata focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Jay has been with the firm since 2011. He specializes in helping individuals plan for retirement and manage their investment portfolios. Jay is a strong believer in being a fiduciary advocate for his clients. He has worked in the financial services industry since 1999. While not working, Jay enjoys spending time with his family, golfing, and watching his daughters compete in soccer.

Additional Information

Education & Credentials University of Wisconsin-Whitewater, Finance BBA University of Wisconsin-Milwaukee, Accounting Certificate of Major Certified Financial Planner™

NAPFA Start Date

November 17, 2021


This Office

330 E. Kilbourn Ave Suite 1219 Milwaukee, WI 53202 Phone: (414) 509-1320

Other Offices

709B Milwaukee Street Delafield, WI 53018 Phone: (414) 509-1320
2505 East Evergreen Drive Suite A Appleton, WI 54913 Phone: (414) 509 1320
10 Terrace Court, Suite 103 Madison, WI 53718 Phone: (414) 509-1320