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Jay Boekeloo (CFP®, MS)

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

  • AUM
  • Business Owners
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Cash Flow & Budgeting Retirement Planning Investment Advice and Management Tax Planning Estate Planning Social Security Analysis Medicare Student Loans & Debt Repayment Business Solutions Small Business Retirement Plans Business Exit Planning Employee Benefits Optimization Behavioral Finance

Additional Information

Jay Boekeloo is the Founder & Lead Advisor of High Note Financial LLC, where he helps clients use financial planning as a tool to pursue more intentional and fulfilling lives. Jay believes the best planning doesn’t begin with numbers, but rather with understanding what a meaningful life looks like for each individual or family. Using High Note Financial’s 6-STEPP Framework™, he combines expertise in financial planning, behavioral coaching, and principles of financial therapy to help clients build wealth intentionally—creating the freedom and confidence to pursue the lives they genuinely value. Before entering financial planning, Jay worked as a professional studio musician and songwriter. It was in the music industry that he learned the importance of listening deeply and finding unique ways to help others tell their stories. Those qualities have shaped his approach to advising and led clients to describe him as empathetic, creative, and calming, with a gift for translating complex financial concepts into clear, actionable guidance. A multi-business owner himself, Jay and his wife, Kelsey, also own Serenity Veterinary Care, a mobile veterinary practice serving Southwest Washington. When not helping clients live life on a High Note™, Jay can usually be found playing baseball with his wife and son, Conlan, training in martial arts, writing and recording music, or taking spontaneous weekend trips to explore a new state or country.

NAPFA Start Date

February 19, 2020

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.
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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.

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