Jay Wurtzler Email & Phone Number
Executive Vice President @ Capital Growth Inc.
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Jay Wurtzler Location
- San Diego, CA, US
Jay Wurtzler Work
- 1988 -now Executive Vice President @
- 2003 -now Registered Principal @
Jay Wurtzler Education
- Institute for Divorce Financial Analysts (IDFA)
Certified Divorce Financial Analyst (Divorce)
2018-2018 - College for Financial Planning
Certified Financial Planner (Comprehensive financial planning)
1989-1990 - Xavier University
Bachelor of Science in Business Administration (Marketing and Finance)
1981-1985 - Madeira High School 1978-1981
Jay Wurtzler Skills
- Investments
- Financial Planning
- Asset Management
- Retirement Planning
- Investment Advisory
- Annuities
- Fixed Annuities
- Strategic Financial Planning
- Retirement
- Portfolio Management
- IRAs
- Wealth Management
- Alternative Investments
- Investment Strategies
- Life Insurance
- Variable Annuities
- Wealth Management Services
- Term Life Insurance
- College Savings Plans
- Investment Management
- Financial Advisory
- Estate Planning
- Employee Benefits
- Securities
- Bonds
- Series 7
- Mutual Funds
- Series 63
- Insurance
- FINRA
- Finance
- Asset Allocation
- Disability Insurance
- Financial Planners
- Series 6
- Financial Services
- Series 24
- 401k
- Wealth Accumulation
- Wealth
- Pensions
- Series 65
- Long-term Care
- Uniform Combined State Law
- Separately Managed Accounts
- ETFs
- Long Term Care Insurance
- Equities
- 401k Rollovers
- 529 Plans
- Sales
- Marketing
- Long Term Care
- Management
- Patient Safety
Jay Wurtzler Summary
- Jay Wurtzler, based in San Diego, CA, US, is currently a Executive Vice President at Capital Growth Inc. Jay Wurtzler brings experience from previous roles at Independent Financial Group, LLC. Jay Wurtzler holds a 2018 - 2018 Certified Divorce Financial Analyst in Divorce @ Institute for Divorce Financial Analysts (IDFA). With a robust skill set that includes Investments, Financial Planning, Asset Management, Retirement Planning, Investment Advisory and more. Jay Wurtzler has 4 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jay Wurtzler
Jay Wurtzler
Executive Vice President
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Top Capital Growth Inc. Employees
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Marcella Harkness
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Jay Wurtzler
Executive Vice President
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Jaco Venter
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John Cione
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Renee Corron-Power
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