Jay Wurtzler Executive Vice President at Capital Growth in San Diego

Jay Wurtzler

Executive Vice President
Wealth Management

San Diego, California
CFP®, CDFA®

Jay Wurtzler Executive Vice President at Capital Growth in San Diego

ADVISOR
SINCE 1986

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"My mission is to assist my clients in simplifying their financial lives."

Mission Statement

My mission is to assist my clients in simplifying their financial lives and set them up to retire comfortably and remain comfortably retired. 

My Background

I entered the financial services industry in 1986. I relocated to San Diego in 1988 to Join Capital Growth Inc and have been here ever since. In addition to being a Certified Financial Planner (CFP), I am also a Certified Divorce Financial Analyst (CDFA). As a CDFA I assist clients with amicable divorce settlements. I have been married to my wife Erica for 27 years and have 2 grown children living in San Diego. 

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Experience

    • Licensed Life, Health, Long Term Care, and Disability Insurance agent since 1986
    • Licensed securities representative since 1987
    • Working directly with clients with financial planning and retirement analysis since 1989
    • Assisting clients with unique risk reduction tactical asset allocation strategies for over 30 years.
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Education

    • BSBA Xavier University 1985
    • Certified Financial Planner, College for Financial Planning 1990
    • Certified Divorce Financial Analyst 2018
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Designations

    • Certified Financial Planner (CFP®)
    • Certified Divorce Financial Analyst (CDFA®)
    • Licensed Life, Health, Long Term Care, and Disability Insurance agent 
    • Securities Licenses:  Series 6, 7, 24, 63, 65

About Me

I grew up in Cincinnati Ohio as the youngest of 4 children. I relocated to San Diego soon after college to continue my Financial Advisor career. My family and god are the center of my life. I enjoy golf, exercising and travel. I am a strong supporter of our church and various charities that we feel can make the world a better place for all. Community involvement has always been a passion of mine. Over the years I have served on the board of the Scripps Ranch Civic Association as well as the Ranch La Cresta HomeOwners Association. 

Capital Insights

From My Column...

06 Blog

Financial Insights from Jay Wurtzler

Capital Growth Wealth Management California
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