Jay Boekeloo (BA, CFP, CFP®, MS, MSFP)

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

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Millennials
  • Retirement Plan Investment Advice

NAPFA Start Date

February 19, 2020


This Office

1220 Main Street Suite 400 Vancouver, WA 98660-3045 Phone: (360) 687-0244