Jay M DeFinis

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Professional

I changed my career from petroleum & gas engineering so that I could help people achieve their financial security. In the last twenty years, I have met with hundreds of people and I have established many client relationships. I use a simple formula when I meet with people for the first time. "Tell me what you have. Tell me what you want, and together we build a roadmap for each client's financial security and success." I have the best career because I get to meet with all kinds of people.

I am also a member of NAIFA (National Association of Insurance and Financial Advisors) and AALU (Association for Advanced Life Underwriting).