Jay Kabad, Cfp® Email and Phone Number
Jay Kabad, Cfp® work email
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Jay Kabad, Cfp® personal email
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Jay Kabad, CFP, is President of Jaykay Wealth Advisors, Inc., in Houston, Texas. In business since 1982, Jay provides financial guidance to affluent individuals and families, business owners and executives, professionals and retirees, focusing on investment management, retirement and estate planning.“Wealth accumulation and a comfortable retirement do not come about without careful planning" says Jay. "My clients are active people, many of whom are already successful in their respective business or profession, and are devoting their spare time to family activities, travel, sports and hobbies. They have neither the time nor the inclination to develop financial plans for themselves. They rely on me to do what I do best so that they can attend to their other priorities. I strive to establish and maintain long-term relationships, because working toward financial success is an on-going process that will help produce financial stability for generations to come.”Jay earned an M.B.A. from the University of Pittsburgh, PA. His registrations (held through LPL Financial) include the General Securities Principal (Series 24), General Securities Representative (Series 7), Uniform Investment Advisor Law (Series 65). He shares his knowledge through a series of educational seminars and workshops on Asset Allocation, Estate Planning, Investments, Tax Minimization and conducted for corporations, non-profits or for the public through the University of Houston. Jay is on the Board of Directors of the of the Financial Planning Association of Houston. He was also the National Table Tennis Champion of India and represented the country in tournaments around the world. He and his wife Kanchan make their home in Sugar Land,Texas. Securities offered through LPL Financial Member FINRA/SIPC. Investment advice offered through Jaykay Wealth Advisors, Inc. a registered investment advisor and separate entity from LPL FinancialFor a list of states in which I am/we are registered to do business, please visit: http://www.advisorusa.com/Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.
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PresidentJaykay Wealth Advisors, Inc Jan 1991 - PresentHouston, Tx, UsWealth ManagementFor a list of states in which I am registered to do business please visit www.advisorusa.com. Also refer to websites www.finra.org, www.sipc.org -
Instrumentation EngineerWarren Automatic Tool Company 1982 - 1982
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Instrumentation EngineerMecon Limited, India 1976 - 1980In
Jay Kabad, Cfp® Skills
Jay Kabad, Cfp® Education Details
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University Of Pittsburgh, PaFinance -
Indian Institute Of Science, Bangalore, IndiaEngineering -
Indian Institute Of Technology, MadrasPhysics -
Central College Banglore IndiaPhysics -
National College Banglore IndiaPre-Degree
Frequently Asked Questions about Jay Kabad, Cfp®
What company does Jay Kabad, Cfp® work for?
Jay Kabad, Cfp® works for Jaykay Wealth Advisors, Inc
What is Jay Kabad, Cfp®'s role at the current company?
Jay Kabad, Cfp®'s current role is President, Jaykay Wealth Advisors, Inc.
What is Jay Kabad, Cfp®'s email address?
Jay Kabad, Cfp®'s email address is ia****@****ail.com
What schools did Jay Kabad, Cfp® attend?
Jay Kabad, Cfp® attended University Of Pittsburgh, Pa, Indian Institute Of Science, Bangalore, India, Indian Institute Of Technology, Madras, Central College Banglore India, National College Banglore India.
What are some of Jay Kabad, Cfp®'s interests?
Jay Kabad, Cfp® has interest in Traveling, Golf.
What skills is Jay Kabad, Cfp® known for?
Jay Kabad, Cfp® has skills like Wealth Management, Investments, Estate Planning, Retirement, Financial Advisory, Securities, Series 7, Mutual Funds, Investment Management, Asset Allocation, Financial Services, Wealth.
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