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, an Arkansas native, lives in Morgan Hill, California, with his wife, Elizabeth, and their children, Kirsten and Braden. Elizabeth is a 4th-grade teacher at Silver Oak Elementary which is located in San Jose. In his attempt to stay active and fit, Jay enjoys participating in CrossFit workouts, as well as, pursuing his passion for jiu-jitsu. However, one of his most rewarding times is being able to coach his children’s basketball and soccer teams where his passion for sports is evident. When he’s not involved in family activities, Jay truly enjoys his golf club Silver Creek Country Club and enthusiastically following his beloved Arkansas Razorbacks.