Jay LaMalfa, CFP®, CLTC

 

Jay LaMalfa, CFP®, CLTC--Recently named as Partner, Jay brings over 25 years of experience in the financial   planning field.  Jay formally served as a Managing Partner to one of the country’s largest financial service providers, where he earned Masters level production.  In 2002, his office was given the small business “Economic Vitality Award” by the Somerset County Chamber of Commerce.  Two years before joining MACRO Jay served as an independent representative opening an office in Branchburg, NJ.  Jay is a graduate of Rutgers University, and holds his CERTIFIED FINANCIAL PLANNER™ certification and Long Term Care Certification.  He has been a frequent seminar speaker and has been published in several magazines, including Somerset County Commerce, Life and Health Advisor, and Managing Made Easy.  Jay is a member of NAIFA, FPA, and IBCFP. 

 Jay holds the following registrations, licenses, certifications, and designations: 

- CERTIFIED FINANCIAL PLANNER™ professional

- Series 7 Registration
- Series 24 Registration
- Series 51 Registration
- Series 63 Registration
- Life and Health License

-  Insurance Licensed in: CO, FL, GA, MA, MD, NC, NH, NJ, NM, NY, PA, VA

- Securities Registered in: FL, GA, MA, MD, NC, NH, NJ, NM, NY, PA, VA