Jay E. Hochheiser, CFP, is the Founder and CEO of Hochheiser, Deutch & Company Inc. As a Certified Financial Planner™ with over 30 years of experience, Jay is passionately committed to securing his clients' lifestyles and legacies. He has developed three unique planning processes, The Financial Freedom Experience® and The Entrepreneurial Success Blueprint®, through which he guides people to maximize their wealth, minimize their taxes and risks, and optimize the use of their hard-earned assets. Our third process, Preparing The Perfect Exit, is a roadmap to navigating the complexities of business succession. We help businesses of all sizes plan for contingencies, put safeguards in place, and ensure a smooth transaction that protects both the business and the families involved. Jay's primary focus is supporting healthcare professionals and successful entrepreneurs, not only in building their wealth but also in protecting themselves and their families from life's uncertainties. He helps them grow their wealth so that they have the freedom to enjoy life with financial clarity and confidence.
Jay is also a Certified Exit Planning Advisor (CEPA) and author of "The Entrepreneur's Guide to Achieving Financial Freedom." He has received numerous prestigious industry awards, including Forbes Best-In-State Top Financial Security Professionals, and is frequently invited to speak at national accountant and attorney networking functions, industry conferences, and business owner boot camps. His topics often encompass business succession planning, estate planning, strategic asset allocation, qualified retirement plans, and more.
Perhaps Jay’s greatest passion, outside of ensuring his client’s financial freedom and legacies, lies in his commitment to giving back. Jay is a member of the Board of Trustees for the Children's Medical Fund of New York (CMF) and finding ways to support communities most in need is deeply ingrained in his nature. Jay resides in Long Island, New York, with his wife Jill, two children, and beloved dog, Cooper. He is not only an enthusiastic golfer and skier but also a devoted husband and father.
This award is not issued by Avantax or its subsidiaries. The annual Forbes ranking Top Best-in-State Financial Security Professionals List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.