OUR TEAM
Gerald LaMalfa
39 Years of Experience
Jay is an experienced private financial and wealth advisor with more than 35 years of experience helping individuals, couples and business owners plan their financial journey. He works primarily with clients in the areas of pre-retirement, retirement, estate and business planning. As a CERTIFIED FINANCIAL PLANNER professional for over 35 years, Jay has extensive experience in clarifying issues for individuals and families, and determining an individualized, balanced financial plan for each of his clients.
He currently lives in Sarasota County, Florida. He serves clients nationwide.
Education
- Graduate of Rutgers University
Awards & Recognition
- Retirement Advisor magazine named Jay among the 2014 Advisor of the Year finalists*
Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CLTC® Certified Long Term Care®
The Certified in Long-Term Care program is the long-term care insurance industry’s only independent professional designation. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
*Evaluative criteria based on production, community involvement, an ability to connect with clients, a passion for working with seniors and an exemplary compliance and suitability record.
Gerald LaMalfa is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
