Jay D Gilberg, MBA, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

  • Office 360-949-1311
  • Mobile 360-904-8443
  • Fax 360-244-7655

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

 
Years of Experience:
Representing Northwestern Mutual since 1995.
 

Mission:

Helping clients plan today for all their tomorrows with a strategic process that will help give them the peace of mind that they are moving confidently in the direction they desire.

 

Education:

M.B.A. Business Management, Washington State University
B.A. Accounting, University of Washington
A.A. General, Clark College

 

Professional Designations:

CERTIFIED FINANCIAL PLANNERTM (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Retirement Income Certified Professional (RICP®)
Financial Services Certified Professional® (FSCP®)
 
 
Associations and Memberships:
 
National Associations of Insurance and Financial Advisors
Lifetime member of Beta Alpha Psi the International Honor Organization for Financial Information Professionals
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck