Cfp® Jay Lawrence

Jay Lawrence, CFP®, has extensive experience in financial planning and investment management. Since November 2013, Jay has served as a CERTIFIED FINANCIAL PLANNER™ practitioner at Northeast Planning Associates, focusing on partnering with clients to create tailored investment portfolios aligned with their financial objectives. Prior to this role, Jay co-owned and managed 80/20 Music, LLC, since December 2012, and worked at Fidelity Investments from June 2008 to September 2013, where responsibilities included developing financial plans and strategies for high net worth clients. Jay holds a degree in Economics and Music Studies from the University of New Hampshire, completed in 2007.