Jay Schurman

Financial Advisor in Alameda, Ca

Financial Adviser at LINCOLN FINANCIAL ADVISORS in San Ramon, CA

About

With ten years’ experience in the financial planning industry, Jay has built a successful practice largely through client referrals. Working with executives, business owners, retirees, and successful professionals in the energy, technology and agriculture sectors, Jay focuses on the areas of Asset Management, Retirement, Estate and Financial Planning. Comprehensive advice and a commitment to providing outstanding service are trademarks of Jay and his service team. Once he determines his client’s personal needs during the financial planning process, he provides tailored advice and strategies to help his clients increase their probability of success in reaching their goals. Jay looks to build long term relationships through trust and sincerity, understanding that “the product I sell is me”. Jay takes great pride in helping his clients grow financially and want to help them with their ever changing and complicated needs.

Address
3000 Executive Pkw Ste 400 in San Ramon, CA 94501
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by mk
Answered by Jay Schurman
Financial Adviser in San Ramon, CA
The first step in rebuilding your credit you hopefully have already accomplished which is to create a budget that allows you to pay all of your bills in a timely fashi...
Q&A
Asked by Katie
Answered by Timothy Peddycoart PRO+
Insurance Agent in Big Lake, MN
There may be some insurers who will cover and exclude the roof. If there are any it will be few. The fewer options you have for insurance generally means higher price...
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Estate Planning
  • Life Insurance
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 7
License # 560293

Background

Experience

President
Financial Advisor
Financial Advisor
Counselor
Planning Committee
Financial Planner

Education

Cornell University