Jason M. McKenna, CFP®
As a CERTIFIED FINANCIAL PLANNER™ and president of McKenna Financial Planning, Jay McKenna helps manage assets for individuals, families, trusts, retirement plans, and businesses. It takes careful planning to pursue his clients’ ambitions and such planning is not a single event—it's a process. As life circumstances change, so must the investment strategies he uses to keep his clients on course towards meeting their objectives. This is why Jay works with his clients one on one and focuses on their specific goals.
As an independent company of LPL Financial, Jay is free to choose the appropriate products and services that address his clients' needs because LPL Financial does not offer any proprietary products. This commitment to personal financial advice helps to preserve the integrity of his investment recommendations, without having the pressures of Wall Street firm management.
Prior to establishing McKenna Financial PIanning in 2013, Jay worked for 16 years with PaineWebber/UBS, Smith Barney, and Wells Fargo Advisors. He holds a bachelor’s degree in finance from Hofstra University, where he also earned All-Conference honors as a second baseman for the baseball team and was named Academic All-American. With an emphasis on continuing education, Jay earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College of Financial Planning in 2005. He has qualified for LPL’s Freedom Club for the past 5 years.
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment Advice offered through the Pinnacle Financial Group, a Registered Investment Advisor.
The Pinnacle Financial Group and McKenna Financial Planning are separate entities from LPL Financial.
Jason M. McKenna, CFP®
President — McKenna Financial Planning
Website: www.mckennafinancialplanning.com
LinkedIn: http://www.linkedin.com/in/mckennaj
Facebook: https://www.facebook.com/jason.mckenna.503?fref=ts