Jay Kabad, Cfp® Email & Phone Number

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.

Listed skills include Wealth Management, Investments, Estate Planning, Retirement, and 23 others.