Jay has worked on the asset management distribution side of the industry for 25 years. In addition to educating advisors on investment offerings and economic trends, his role in the industry provided an understanding of the challenges clients face when it comes to financial planning.
Transitioning from his latest role as Vice President- Regional Director for Goldman Sachs, Jay is thrilled to share his expertise and the resources of Pearl Planning with clients. His focus on equity compensation will provide valuable insight for those individuals, and their families as they approach retirement.
Jay’s passion for helping people and solving complex problems naturally lead him to the next phase of his career as a Financial Advisor.
Together with the Pearl Planning team, and his wife and partner Melissa Fradenburg, Jay looks forward to providing financial clarity to individuals and families through comprehensive financial planning.
The financial planning process can help couples collaborate on financial goals and make both partners to feel heard when it comes to finances.
Optimistic | Empathetic | Resolute
Jay enjoys a competitive round of golf, reading a good sci-fi or historic fiction novel, or enjoying Lake St Clair with his family. Jay originally met his wife and Pearl Planning Financial Advisor, Melissa Fradenburg while they were working for competing firms, so it nice to finally be together on the same team.
“If You Fail to Plan, You Are Planning to Fail.” – Benjamin Franklin
Areas of Focus & Interest
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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