Jay Wurtzler, Cfp®, Cdfa® Email & Phone Number
@capitalgrowthinc.com
2 phones found area 858
LinkedIn matched
Who is Jay Wurtzler, Cfp®, Cdfa®? Overview
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Jay Wurtzler, Cfp®, Cdfa® is listed as Executive Vice President Capital Growth Inc. at Capital Growth Inc, a with 25 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at capitalgrowthinc.com, phone signal with area code 858, and a matched LinkedIn profile for Jay Wurtzler, Cfp®, Cdfa®.
Jay Wurtzler, Cfp®, Cdfa® previously worked as Executive Vice President at Capital Growth Inc and Registered Principal at Independent Financial Group, Llc. Jay Wurtzler, Cfp®, Cdfa® holds Certified Divorce Financial Analyst, Divorce, Graduate from Institute For Divorce Financial Analysts (Idfa).
Email format at Capital Growth Inc
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AeroLeads found 1 current-domain work email signal for Jay Wurtzler, Cfp®, Cdfa®. Compare company email patterns before reaching out.
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.
Listed skills include Investments, Retirement Planning, Retirement, Financial Advisory, and 46 others.
Jay Wurtzler, Cfp®, Cdfa®'s current company
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Jay Wurtzler, Cfp®, Cdfa® work experience
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Registered Principal
CurrentLicensed to sell securities in the following states: AZ, CA, CT, FL GA, ID, IL, IN, KY, NV, NY, OH, OR, TN, TX, VA, & WA.
Colleagues at Capital Growth Inc
Other employees you can reach at capitalgrowthinc.com. View company contacts for 25 employees →
Erica Tanner
Colleague at Capital Growth IncSan Diego County, California, United States
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Katarzyna Kuliberda
Colleague at Capital Growth IncLondon, England, United Kingdom
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Marcella Harkness Cfp
Colleague at Capital Growth IncSan Diego, California, United States
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Dara So
Colleague at Capital Growth IncLos Angeles, California, United States
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Dani Arcangeli
Colleague at Capital Growth IncSandy, Utah, United States
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Susan Kim
Colleague at Capital Growth IncNewport Beach, California, United States
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Mikail Abrahams
Colleague at Capital Growth IncCape Town, Western Cape, South Africa
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Nadia Salie
Colleague at Capital Growth IncCape Town, Western Cape, South Africa
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Mike Molloy
Colleague at Capital Growth IncSan Diego County, California, United States
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Njongo Lolwana
Colleague at Capital Growth IncPort Elizabeth, Eastern Cape, South Africa
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Jay Wurtzler, Cfp®, Cdfa® education
Certified Divorce Financial Analyst, Divorce, Graduate
Certified Financial Planner, Comprehensive Financial Planning
Bachelor Of Science In Business Administration, Marketing And Finance
Education record
Frequently asked questions about Jay Wurtzler, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
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 Capital Growth Inc?
Jay Wurtzler, Cfp®, Cdfa® is listed as Executive Vice President Capital Growth Inc. at Capital Growth Inc.
What is Jay Wurtzler, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @capitalgrowthinc.com for Jay Wurtzler, Cfp®, Cdfa® at Capital Growth Inc.
What is Jay Wurtzler, Cfp®, Cdfa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 858 for Jay Wurtzler, Cfp®, Cdfa® at Capital Growth Inc.
Where is Jay Wurtzler, Cfp®, Cdfa® based?
Jay Wurtzler, Cfp®, Cdfa® is based in San Diego, California, United States while working with Capital Growth Inc.
What companies has Jay Wurtzler, Cfp®, Cdfa® worked for?
Jay Wurtzler, Cfp®, Cdfa® has worked for Capital Growth Inc and Independent Financial Group, Llc.
Who are Jay Wurtzler, Cfp®, Cdfa®'s colleagues at Capital Growth Inc?
Jay Wurtzler, Cfp®, Cdfa®'s colleagues at Capital Growth Inc include Erica Tanner, Katarzyna Kuliberda, Marcella Harkness Cfp, Dara So, and Dani Arcangeli.
How can I contact Jay Wurtzler, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Jay Wurtzler, Cfp®, Cdfa® at Capital Growth Inc, including work email, phone, and LinkedIn data when available.
What schools did Jay Wurtzler, Cfp®, Cdfa® attend?
Jay Wurtzler, Cfp®, Cdfa® holds Certified Divorce Financial Analyst, Divorce, Graduate from Institute For Divorce Financial Analysts (Idfa).
What skills is Jay Wurtzler, Cfp®, Cdfa® known for?
Jay Wurtzler, Cfp®, Cdfa® is listed with skills including Investments, Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Portfolio Management, Financial Services, and Investment Advisory.
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