Jay N. Abolofia
LYON FINANCIAL PLANNING
Waltham, MA
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CRD#: 7165795
Professional summary
Jay Norman Abolofia, CFP® is a registered financial advisor currently at LYON FINANCIAL PLANNING, LLC located in Waltham, Massachusetts.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jay has worked at 1 firm .
Core Areas of Focus
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice without Ongoing Management
Biography
When I told my daughter that I was starting a business, she immediately said, “How can I help, Dad?” This simple question is at the core of everything I do. With every client relationship, meeting and question, I ask myself how can I help.
I approach personal finance with a compassionate, disciplined and analytical mindset. I'm a Certified Financial Planner™ professional and PhD Economist. I have been featured in the New York Times, Wall Street Journal, Forbes, CNN Business, Consumer Reports and more.
When not helping clients, you’ll find me outdoors with my family. The name L-Y-O-N comes from taking two letters from each of my daughters’ first names.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Norman Abolofia's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
October 2, 2019 - Present
LYON FINANCIAL PLANNING, LLC
RIA
CRD#: 305378
Waltham, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(10/2/2019)
Exams
Current Firm
LYON FINANCIAL PLANNING, LLC
LYON FINANCIAL PLANNING, LLC
CRD#: 305378 / SEC#:
Massachusetts
Registered Investment Advisory firm - (10/2/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Waltham, MA
Mailing Address
Phone number
(781) 218-9005
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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