Mr Jay K Wallick CFP
Jay K. Wallick, CFP
425 W Bonita Ave Ste 209, San Dimas, CA
90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English
License
Not Validated
Areas of Expertise
Estate Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning, Small Business Planning, Tax Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor