Dexter 734.274.6744 | Grosse Pointe 313.486.9634 | Birmingham 248.795.1133 ext. 407 | Charlevoix 989.262.0100
Client Access Right Capital

Jay Fradenburg

Financial Advisor

Focus on Equity Compensation

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.

Financial Planning for Couples

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.

Three Favorite Words

Optimistic | Empathetic | Resolute

Away from the office...

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.

A Quote on my Desk

“If You Fail to Plan, You Are Planning to Fail.” – Benjamin Franklin

More About Jay

Education

  • Bachelor of Business Administration, East Tennessee State University

Areas of Focus & Interest

  • Equity Compensation for highly compensated individuals.
  • Financial transitions and sudden money situations including job change, divorce, and inheritance.
  • Helping couples develop strategies to clarify their financial goals through financial planning.

Meet the Other Team Members of Pearl Planning

President and Financial Planner

Financial Planner & Relationship Manager

Investment Associate

Certified Divorce Financial Analyst®

Client Service Representative

Executive Assistant

Pearl Planning - no grit no pearl - financial planner advisor in Ann Arbor Dexter Michigan

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634 I Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744 I melissa@pearlplan.com

Pearl Planning Birmingham
600 S Adams Road, Suite 300
Birmingham, MI 48009
248.795.1133 ext. 407 I jacki@pearlplan.com

Pearl Planning Charlevoix
201 State Street, Suite D
Charlevoix, MI 49720
989.262.0100 I hannah@pearlplan.com

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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