Our Qualifications

Gerald (Jay) Glick has been working with individuals and businesses on the East Coast for more than 20 years.

Gerald holds the Certified Financial Planner (CFP) designation.  He has extensive personal and professional experience as well as being a sought after speaker and educator on Retirement Planning issues.   

One of the benefits of working with Gerald is his ability to provide clear, easily understood explanations of financial products and services. He will provide a personalized program that you can use as a roadmap to working toward a more secure financial future.

Gerald is looking forward to using his expertise to help you pursue your financial goals.