Jay M. Weinberg, CLU, ChFC
Jay has been in the financial services industry since 2000, designing and implementing financial strategies for individuals and businesses that are focused on Insurance Planning, Tax Savings Strategies, Estate Planning, and Wealth Accumulation.
Much of Jay’s time is spent educating Physicians and Dentists on many aspects of the Financial Planning spectrum. Jay frequently lectures to students, residents, fellows and attending physicians on the following items: Disability Insurance, Life Insurance, 0% Down Payment Physician Mortgages, Debt Repayment Strategies, Retirement Planning, Roth IRA’s, Establishing a Credit History, Creating an Emergency Fund and Budgeting.
Jay understands that meeting the Insurance and Financial Planning needs is different for every client and as a result, Jay maintains relationships with over 20 insurance companies and countless investment companies, which allow him to bring the best solutions to his clients, given their specific situation.
Jay holds the professional designations of CLU and ChFC which he attained from the American College in Bryn Mawr, PA. Jay is a Registered Representative and an Investment Advisor Representative with NFP Advisor Services, LLC (NFPAS), Member of FINRA/SIPC. NFPAS is not affiliated with Atlantic Pension Planning Corp.
Born and raised in Margate, NJ, and a 1999 graduate of University of Maryland at College Park, Jay is married with one child and currently divides his time between Philadelphia PA and Margate NJ.
Jay's free time is spent running on the boardwalk and fishing the New Jersey waters for tuna, marlin, swordfish, flounder and striped bass. Jay also holds a United States Coast Guard Master Captain's License which he attained at the age of 21.
*Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA/SIPC. Atlantic Pension Planning, Corp. is a member of Partners Financial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of NFPAS. Atlantic Pension Planning, Corp. is not affiliated with NFPAS and NFPISI.