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Jay Norman Abolofia

Lyon Financial Planning, LLC

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About Jay Norman Abolofia

Jay Norman Abolofia is a financial advisor registered with the state of Massachusetts. Jay Norman Abolofia is currently employed by Lyon Financial Planning, LLC in Waltham, Massachusetts and has been with the firm since July 2019. Jay Norman Abolofia also works as an independent consultant with Economic Security Planning, Inc. Jay Norman Abolofia has a Certified Financial Planner designation.

Firm Information

Jay Abolofia is currently registered with Lyon Financial Planning, LLC. Lyon Financial Planning, LLC is a financial planning firm serving individuals and high-net-worth individuals. The firm has 1 investment adviser representative and provides financial planning services to approximately 200 clients.

Not reported

Assets Under Management

100

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jay Abolofia’s Registration & Firm History

MA

10/02/2019 - Present

Lyon Financial Planning, LLC (Waltham MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jay Norman Abolofia.
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