Jay Mota
165 Pascack Road
HILLSDALE, New Jersey 07642
United States
HILLSDALE, New Jersey 07642
United States
Office Phone: 2015964005
LinkedIn: https://www.linkedin.com/in/jaymota/
Member since 2023
Membership Type: IACP
Profession(s)
Financial ProfessionalAs a Certified Divorce Financial Analyst CDFA, I work with attorneys, mediators, and clients to help determine the values, financial behaviors and settlement options for a divorce. My experience as a Certified Financial Planner, CFP in addition to the training I have working as a CDFA affords the opportunity to expand on the divorce planning process by helping clients understand the impacts of divorce and how they can plan efficiently to reach their goals.
Area(s) of Practice: Divorce Financial Analysis and Planning
License(s): Licensed to sell: Life, Health, Property and Casualty Insurance. Series 6,7, 63, and 65.
Professional Activities
As a Certified Divorce Financial Analyst CDFA, I work with attorneys, mediators, and clients to help determine the values, financial behaviors and settlement options for a divorce. My experience as a Certified Financial Planner, CFP in addition to the training I have working as a CDFA affords the opportunity to expand on the divorce planning process by helping clients understand the impacts of divorce and how they can plan efficiently to reach their goals.Undergraduate Education
Pheonix University, 2013
Postgraduate Education
Fordham University, 2020
Professional Education
Certified Financial Planner, Certified Divorce Financial Analyst, Wealth Management Certified Professional, Chartered Financial Consultant