Jay Abolofia (CFP®, PhD)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly

Planning Specialties

I utilize a unique economics-based approach to planning that provides accurate targets for saving, spending, insurance needs and investment risk. This means focusing on the big picture of how much you can afford to spend each and every year on your living standard. No guesswork or conventional rules of thumb.

Additional Information

I started Lyon Financial Planning to help people solve problems and make strides towards their most important goals. 

When I told my eldest daughter that I was starting a business, she immediately said, “How can I help, Dad?” This simple question is at the core of everything I do. With every client relationship, meeting and question, I ask myself how can I help.

I approach personal finance with a compassionate, yet disciplined and analytical mindset. Armed with a PhD in Applied Economics from the University of California, a background in economic consulting and fee-only financial planning, I deliver personalized and objective financial advice to help you reach your goals. I’m a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors and the XY Planning Network.

When not helping clients, you’ll find me outdoors with my family—cycling, hiking, camping, snowshoeing and gardening top the list. I’m on the board of the Waltham Fields Community Farm and a member of The Boston Economic Club.

The name L-Y-O-N comes from taking two letters from each of my daughters’ first names.

NAPFA Start Date

October 10, 2019


This Office

483 Boston Post Rd Ste 5 Weston, MA 02493-1561 Phone: (781) 218-9005