Jay Pinto, Cfp® Email & Phone Number

Helping people succeed is in my DNA. My passion as a wealth manager is to provide my clients the life they have always wanted. Being able to deliver this outcome by working together with them through mutual collaboration and well thought out plans is the reason this profession is the only one I have ever known.Experience and credentials are essential when providing advice. However, dedication to my client’s success, knowing them like family and serving them first through all their life events and stages is what separates my practice.With over 25 years of professional experience in wealth management, financial and estate planning, I provide comprehensive planning services with a special focus on retirement and IRA distribution planning. Working with business owners, medical professionals, executives and financially independent retirees, I understand their specific planning situations and needs. I hold the CERTIFIED FINANCIAL PLANNER (CFP®) designation, the FINRA Series 6, 7, 63 and 65 licenses and am a lifelong Milford resident where I live with my wife and our two children.