Jay Wurtzler
Registered Principal @Independent Financial Group, Llc
San Diego, CA, US
EMAILS
j•••@capitalgrowthinc.com
MOBILE NUMBERS
+16•••••••83
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WORK HISTORY
Dec 2003 — Present
Registered Principal @Independent Financial Group, Llc
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Licensed to sell securities in the following states: AZ, CA, CT, FL GA, ID, IL, IN, KY, NV, NY, OH, OR, TN, TX, VA, & WA.
EDUCATION
1989 — 1990
College for Financial Planning
Certified Financial Planner, Comprehensive financial planning
2018 — 2018
Institute for Divorce Financial Analysts (IDFA)
Certified Divorce Financial Analyst, Divorce
1981 — 1985
Xavier University
Bachelor of Science in Business Administration, Marketing and Finance
SKILLS
EquitiesLong Term Care InsuranceSeries 63EtfsIrasFinancial PlannersInvestmentsLong-Term CareFixed AnnuitiesSecuritiesEstate PlanningAnnuitiesWealth Management529 PlansWealthAsset ManagementRetirement PlanningFinraFinancial ServicesFinancial AdvisoryUniform Combined State LawDisability InsuranceSeries 65Employee BenefitsSeries 6InsuranceSeries 24401k RolloversPensionsFinancial PlanningAsset AllocationMutual FundsLife InsuranceFinanceTerm Life InsuranceSeries 7Wealth Management ServicesPortfolio ManagementInvestment AdvisoryInvestment Strategies
ABOUT JAY WURTZLER
Mr. Wurtzler has extensive experience as a Certified Financial Planner CFP. He has…
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