225 Broadhollow Road
Jay E. Hochheiser
CFP®, CEPA, Founder & CEO
Jay’s primary focus is helping to inspire and guide entrepreneurs and professionals to protect themselves and their families from life’s uncertainties, to safeguard and grow their wealth so they have the freedom to fully enjoy life so they can do what they want when they want. A wealth management advisor for over 30 years, Jay specializes in overseeing the complete financial picture of successful professionals and entrepreneurs. He truly enjoys finding efficient ways for his clients to build and enjoy their wealth.
Over the years, Jay has created several unique and trademarked processes. Most recently, The Financial Freedom Experience® and The Entrepreneurial Success Blueprint™
“I was fortunate to have found my passion early in life – helping hundreds of high-net worth clients manage their financial decisions. I look forward to continuing to do so for many more years to come.”
Favorite Quote: “The definition of insanity is doing the same thing over and over and expecting different results.” Albert Einstein
Jay lives on Long Island with his wife Jill, their two children and their 2 dogs Molly and Cooper.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian