Jay Quinn, Cfp ® Email & Phone Number

At Allstate, my mission is to make a positive difference in the lives of my clients by providing insightful financial guidance. As a Certified Financial Planner™ practitioner, I have more than 25 years of experience in the financial services industry serving investment professionals and investors.My process begins with understanding your individual situation and goals for retirement. With your objectives defined, we can plan for the day when you’re no longer working or perhaps, unable to work.Understanding how to take income and distribute your assets in the most tax efficient manner will impact the quality of your retirement lifestyle and family legacy. Planning for longevity and costs of health care must also be considered. Many decisions are irrevocable and carry long term implications. For these and many more reasons, I strive to deliver professional service using the vast resources of my firm to meet the needs of my clients.Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA) Registered Broker - Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Allstate Financial Advisors, LLC. Check the background of this firm on FINRA’s BrokerCheck website http://brokercheck.finra.org. Annuities and life insurance offered and issued by third party companies not affiliatedwith Allstate.

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  University Of California, Berkeley

  History