Jay Mota, Cfp®, Cdfa®, Wmcp®, Chfc®, Cqs®, Maff® Email & Phone Number

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultationAreas of focus:Wealth Management:Cash Flow Management Financial StrategiesInvestment PlanningInsurance PlanningEstate PlanningAlternative Investments Divorce Financial Planning:Equitable Distribution StrategiesProperty TracingPension ValuationsLifestyle Analysis Future Needs Analysis Qualifications MAFF® Master Analyst in Financial ForensicsCDFA®; Certified Divorce Financial Analyst®CFP® CERTIFIED FINANCIAL PLANNER™ practitionerCQS® Certified QDRO SpecialistChFC® Chartered Financial Consultant®WMCP® Wealth Management Certified Professional InterestsSpending time with my family is always a priority for me. In the summertime, we love being aboard our boat The Summer Wind. Other activities I enjoy is golf, the arts, and finding great places to eat.Community participationFounder and Chairman for The Building Blocks Foundation serving underprivileged youth in the NYC Public Schools with essential clothing. Our goal is to outfit brighter futures for these children and afford them the opportunity to learn confidently. More information can be found by visiting www.TheBuildingBlocksFoundation.orgProfessional associationsMillion Dollar Round Table, Court of the TableFinancial Planning AssociationNational Association of Divorce Professionals Securities and variable insurance products are offered through Arete Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of Arete Wealth's overall opinions.

Listed skills include Insurance, Leadership, Management, Recruiting, and 38 others.