A Few Words About Jay
Jay A. Wurtzler, the Executive Vice President of Capital Growth, Inc., is dedicated to providing unbiased investment advice and building strong, lasting relationships of mutual trust with his clients. He has over twenty years of experience as a CFP™ practitioner helping people achieve their financial goals. He specializes in fee based investment management, retirement planning, annuities, alternative investments and overall financial planning. Jay has a keen ability to evaluate financial situations, educate his clients, and to develop and implement strategic plans that enrich his clients’ lives.
Jay earned a Bachelor of Science, Business Administration, degree from Xavier University in 1985. He began his career in the financial services industry in 1986 as a Financial Advisor with The New England in Cincinnati, OH. He graduated from the College of Financial Planning in 1990. He has also completed several courses from the Life Underwriters Training Counsel. Jay holds 4 securities licenses (including 1 Principal designation), and a California Life & Disability Insurance License. Jay has held supervisory responsibilities for 3 different broker-dealer firms over the past 20 years.
Jay is a native of Cincinnati and moved to San Diego in 1988. He has served on the Board of the Scripps Ranch Civic Association for over a decade. He has also resided as treasurer of the Rancho La Cresta Homeowners Association for over five years. Jay and his wife Erica have two children, Blake & Morgan. He enjoys golfing, exercise, traveling and spending time with his family.
Jay holds a number of licenses and professional affiliations including:
Professional Licenses and Certifications:
- FINRA series 6, 7, 24, 63 and 66
- Certified Financial Planner®
- Life, Health & Disability Insurance Licensed