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

Visit Website Download vCard

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.