Financial Planner · Registered Representative
CFP® · Registered Representative · Financial Focus, LLC
Jay is a financial planner who concentrates his efforts on creating diversified investment strategies and comprehensive advisory services. He helps clients develop successful strategies to achieve their financial goals and objectives, drawing on a deep knowledge of the markets and an innovative approach that has become a genuine asset to the firm.
Jay has lived in the Oceanside/Carlsbad area his entire life. He is married and has three daughters. Outside of the office you'll find him on the golf course or out in the hills and streams — he enjoys golfing, hiking, and fishing.
A lifelong North County resident with deep roots in the community and the profession.
September 28, 2026
Profit sharing plans give employers flexibility that fixed contribution plans don't. Here's how they work and what Carlsbad business owners should consider.
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September 8, 2026
The difference between a broker and an RIA isn't just technical; it determines whose interests your advisor is required to put first.
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August 25, 2026
Diversification isn't just a strategy; it's the discipline that separates long-term investors from short-term gamblers.
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No pressure, no jargon — just a real conversation about your financial picture.
