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
- 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