Jay Rittinger

Senior Investment Advisor @Aligned Capital Partners Inc.

Kelowna, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Senior Investment Advisor @Aligned Capital Partners Inc.

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Kelowna, BC, CA

EDUCATION

2002 — 2008

Okanagan College

Business Administration Diploma

SKILLS

GicStructured ProductsWealthAsset ManagementFinancial AdvisoryWealth ManagementInvestment StrategiesAlternative InvestmentsPortfolio ManagementAsset AllocationBankingMutual FundsRisk ManagementRetirementBondsStrategic Financial PlanningSecuritiesEstate PlanningRetirement PlanningEtfsEquitiesOptionsInvestment ManagementPortfolio OptimizationInvestmentsFinancial AnalysisFinancial ServicesCapital MarketsPersonal Financial PlanningPortfolio AssessmentHedge FundsInvestment PortfolioInsuranceFinancial PlannersWealth AccumulationFinancial PlanningFinanceFixed IncomeStocksFinancial Markets

ABOUT JAY RITTINGER

I have developed a process to help individuals and families effectively coordinate their entire financial life and spend more of their time on what is truly important to them.Together we will-Establish financial goals that are deeply connected to your unique personal values and life mission-Analyze your current and future expected financial position as it relates to your financial goals-Help you gain clarity on the actions that you can take to close the gap between current reality and future desired outcomes.I offer transparent, easy-to-understand and affordable advice.Always open to a chat. DM’s are open.

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Jay Rittinger — Senior Investment Advisor at Aligned Capital Partners Inc. in Kelowna, BC, CA | Unifers