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Jay Wurtzler, CFP®, CDFA®

Jay Wurtzler, CFP®, CDFA®

Executive Vice President

Followers of Jay Wurtzler, CFP®, CDFA®1000 followers
location of Jay Wurtzler, CFP®, CDFA®San Diego, California, United States

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  • Timeline

  • About me

    Executive Vice President Capital Growth Inc.

  • Education

    • Institute for Divorce Financial Analysts (IDFA)

      2018 - 2018
      Certified Divorce Financial Analyst Divorce Graduate

    • Madeira High School

      1978 - 1981

    • College for Financial Planning

      1989 - 1990
      Certified Financial Planner Comprehensive financial planning

    • Xavier University

      1981 - 1985
      Bachelor of Science in Business Administration Marketing and Finance

  • Experience

    • Capital Growth Inc

      Apr 1988 - now
      Executive Vice President

    • Independent Financial Group, LLC

      Dec 2003 - now
      Registered Principal

      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.

  • Licenses & Certifications

    • Certified Financial Planner

      International board of standards and practices for certified financial planners
      Jul 1990

    • Certified Divorce Financial Analyst (CDFA)

      Institute for Divorce Financial Analysts™
      Nov 2018

  • Volunteer Experience

    • Board Member

      Issued by American Heart Association - San Diego Division on Jun 2024
      American Heart Association - San Diego DivisionAssociated with Jay Wurtzler, CFP®, CDFA®