What’s a financial value you live by in your own life?
The Hierarchy of Wealth! It’s a dynamic asset allocation strategy to complement my constantly evolving personal life and values.
Bio
Jay works closely with our clients and collaborates with their total wealth management team to provide integrated wealth management advice and counsel toward personalized solutions and a sophisticated investment allocation. Prior to joining Maslow Wealth Advisors, Jay served clients at AdvicePeriod in Los Angeles as a Wealth Management Analyst and BBR Partners in New York City as a Vice President of Portfolio and Wealth Advisory.
Jay has a Bachelor of Business Administration in Finance from the University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER® professional.
He is a basketball fan, runner, and chess player. Fun fact – Jay met his wife while performing at a stand-up comedy show in Dallas.
Behind every clear decision is disciplined structure. Maslow turns your personal balance sheet into daily habits and real data, guided by the Hierarchy of Wealth
Q&A
What’s one common financial mistake you help clients avoid?
Imprecisely measuring financial risk
What’s a guilty pleasure you’ll happily admit to?
Vanilla Ice Cream. The haters will say I’m basic. I know what I want.
Latest insights
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