Jay N.
Founder, Financial Advisor
- Role
- Founder, Financial Advisor at Neary Financial Planning, Llc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Founder, Financial Advisor
Jul 2025 — Present · Brookfield, WI, US
Neary Financial Planning offers personalized, family-focused financial planning and investment management services tailored for you. Advisory Services offered through Core Planning, LLC, a Registered Investment Advisor.
Education
Dalton Education
Financial Planning and Services
2013 — 2014
University of Wisconsin-Milwaukee
Bachelors: Letters & Science
2008 — 2010
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