Jay C. Fong, CFP ^®

CERTIFIED FINANCIAL PLANNER™

Managing Partner

It was the opportunity to make a lasting difference in people’s lives that inspired Jay to become a financial advisor. Since 1998, he has provided devoted, compassionate counsel to investors as he works with them to define and then help achieve their long-term financial goals.

Jay is a graduate of the University of Arkansas and holds a Bachelor of Science in education with a major in kinesiology and a Master of Science in exercise science. Following his graduation, he embarked on a professional career that has included positions as senior vice president of Investments with previous firms. However, in 2013 with the desire to be truly independent and be able to offer holistic advice, he joined his brother, Jeff, in establishing Concentrum Wealth Management.

A CERTIFIED FINANCIAL PLANNERTM professional, Jay has met and continues to uphold the high education, examination, experience, and ethical standards set forth by the CFP Board of Standards. You can be sure that he provides specialized and professional planning services. To earn the CFP designation, Jay had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. In addition, Jay has been accepted into Ed Slott’s Elite IRA Advisor GroupTM which is a group of financial advisors dedicated to solving some of the most complex financial problems and helping to effectively manage the distribution of assets from Individual Retirement Accounts (IRAs) for their clients.

Jay, originally from Arkansas, now lives in Morgan Hill, CA while being the Managing Partner overseeing the Concentrum Wealth office in San Jose, CA.  He lives with his wife Elizabeth, a dedicated educator with over 25 years of teaching experience, and together they have raised two children, Kirsten and Braden. Jay is passionate about maintaining an active lifestyle through daily workouts and practicing jiu-jitsu. Having spent many years coaching his children’s sports teams, he now enjoys golf as his favorite pastime and is an active member of Cordevalle Golf Club in San Martin, California, where he channels his competitive spirit playing in many tournaments throughout the year. When he’s not devoting his time to his business and professional endeavors, Jay can often be found enjoying family activities and supporting his alma mater — the Arkansas Razorbacks.