Jay Abolofia (CFP®, PhD)
Jay Abolofia focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
Planning Specialties
Jay Abolofia is a fee-only financial planner located in Waltham, MA serving clients in Greater Boston, New England and throughout the country.
Stop Guessing. Start Planning.
- I believe everyone deserves quality financial planning advice, independent of their life stage and level of assets.
- I utilize a unique economics-based approach that takes the guesswork out of financial planning.
Say No to Asset Based Fees.
- I believe asset-based fees are a detriment to your financial well-being.
- I charge a fixed fee for comprehensive financial planning without ongoing investment management.
Additional Information
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, Consumer Reports, AARP, CNN, Forbes and more.
When not helping clients, you’ll find me playing music or outdoors with my family. The name L-Y-O-N comes from taking two letters from each of my daughters’ first names.
NAPFA Start Date
October 10, 2019
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.