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
- 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