Jay Abolofia (CFP®, PhD)
Jay Abolofia focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
Planning Specialties
Advice-only, economics-based financial planning designed to help you make confident decisions.Additional Information
When I told my 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, disciplined and analytical mindset. I'm a Certified Financial Planner™ professional and PhD Economist. I have been featured in the New York Times, Wall Street Journal, Consumer Reports, AARP and more.
When not helping clients, you’ll find me playing music or outdoors with my family. The name L-Y-O-N comes from taking two letters from each of my daughters’ first names.
NAPFA Start Date
October 10, 2019
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