Jay Wurtzler, Cfp®, Cdfa®

Jay Wurtzler, Cfp®, Cdfa® Email and Phone Number

Executive Vice President Capital Growth Inc. @ Capital Growth Inc
san diego, california, united states
Jay Wurtzler, Cfp®, Cdfa®'s Location
San Diego, California, United States, United States
Jay Wurtzler, Cfp®, Cdfa®'s Contact Details

Jay Wurtzler, Cfp®, Cdfa® personal email

Jay Wurtzler, Cfp®, Cdfa® phone numbers

About Jay Wurtzler, Cfp®, Cdfa®

Mr. Wurtzler has extensive experience as a Certified Financial Planner CFP. He has specialized in Investment Management, Retirement Planning, Alternative Investments, Tax Sheltered Annuities, and Individual Financial Planning. Mr. Wurtzler is also a Certified Divorce Financial Analyst CDFA(R). His expertise in this area will assist clients in pursuing financially equitable settlements. Mr. Wurtzler is a full service professional who can inform, educate, and improve understanding of your needs. He will assist you in the creation, monitoring, and analysis of your investment plan. He provides honest investment advice and promises and delivers regular communication.Specialties: Mr. Wurtzler focuses on fee based investment management with over 30 years experience.Advisory services offered through Capital Growth, Inc., a registered investmentadvisor. Registered Principal offering securities and additional advisory servicesthrough Independent Financial Group, LLC (IFG), a registered investmentadvisor. Member FINRA/SIPC. Capital Growth, Inc. and IFG are unaffiliatedentities.For state licensing information please visit www.capitalgrowthinc.comThe information provided herein has been obtained from sources believed tobe reliable however we cannot guarantee or represent that it is accurate,complete or current. Because situations vary, any information provided on thissite is not intended to indicate suitability for any particular investor. Hyperlinksare provided as a courtesy and should not be deemed an endorsement. Whenyou link to a third party website you are leaving our site and assume totalresponsibility for your use or activity on the third party sites.

Jay Wurtzler, Cfp®, Cdfa®'s Current Company Details
Capital Growth Inc

Capital Growth Inc

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Executive Vice President Capital Growth Inc.
san diego, california, united states
Employees:
25
Jay Wurtzler, Cfp®, Cdfa® Work Experience Details
  • Capital Growth Inc
    Executive Vice President
    Capital Growth Inc Apr 1988 - Present
  • Independent Financial Group, Llc
    Registered Principal
    Independent Financial Group, Llc Dec 2003 - Present
    Licensed to sell securities in the following states: AZ, CA, CT, FL GA, ID, IL, IN, KY, NV, NY, OH, OR, TN, TX, VA, & WA.

Jay Wurtzler, Cfp®, Cdfa® Skills

Investments Retirement Planning Retirement Financial Advisory Fixed Annuities Portfolio Management Financial Services Investment Advisory Financial Planning Iras 401k Finance Separately Managed Accounts Securities Strategic Financial Planning Mutual Funds Insurance Finra Wealth Series 65 Series 63 Wealth Management Investment Strategies Etfs Long Term Care Insurance Series 7 Equities Asset Allocation Series 6 Wealth Accumulation Uniform Combined State Law Asset Management Alternative Investments Wealth Management Services Investment Management Estate Planning Employee Benefits Life Insurance Variable Annuities Term Life Insurance College Savings Plans Bonds Disability Insurance Financial Planners Series 24 Pensions Long Term Care 401k Rollovers 529 Plans Annuities

Jay Wurtzler, Cfp®, Cdfa® Education Details

Frequently Asked Questions about Jay Wurtzler, Cfp®, Cdfa®

What company does Jay Wurtzler, Cfp®, Cdfa® work for?

Jay Wurtzler, Cfp®, Cdfa® works for Capital Growth Inc

What is Jay Wurtzler, Cfp®, Cdfa®'s role at the current company?

Jay Wurtzler, Cfp®, Cdfa®'s current role is Executive Vice President Capital Growth Inc..

What is Jay Wurtzler, Cfp®, Cdfa®'s email address?

Jay Wurtzler, Cfp®, Cdfa®'s email address is jw****@****gsd.com

What is Jay Wurtzler, Cfp®, Cdfa®'s direct phone number?

Jay Wurtzler, Cfp®, Cdfa®'s direct phone number is +185855*****

What schools did Jay Wurtzler, Cfp®, Cdfa® attend?

Jay Wurtzler, Cfp®, Cdfa® attended Institute For Divorce Financial Analysts (Idfa), College For Financial Planning, Xavier University, Madeira High School.

What are some of Jay Wurtzler, Cfp®, Cdfa®'s interests?

Jay Wurtzler, Cfp®, Cdfa® has interest in Working Out, Golf, Travel, Socializing.

What skills is Jay Wurtzler, Cfp®, Cdfa® known for?

Jay Wurtzler, Cfp®, Cdfa® has skills like Investments, Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Portfolio Management, Financial Services, Investment Advisory, Financial Planning, Iras, 401k, Finance.

Who are Jay Wurtzler, Cfp®, Cdfa®'s colleagues?

Jay Wurtzler, Cfp®, Cdfa®'s colleagues are Mike Molloy, Allen Balie, Nwabisa Velaphi, Thabiso Jotana, Jayesh Shah, Katarzyna Kuliberda, Pat Brennan.

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