Client liaison for comprehensive wealth, estate, retirement, and business strategy; 401K service
Jay LaBarre has been in the financial services industry for more than 15 years. After passing the CFP® exam in 2010, he joined Atlas Financial in 2011 where he specializes in Investment Planning. He uses his extensive experience to help develop client financial plans; designing portfolios consistent with our client’s objectives and long-term goals.
While Jay is out of the office, he is very active within his congregation and loves just about anything outdoors, especially biking and taking his dog Max on kayaking adventures. He also enjoys working on his aquaponics system, cheering on his favorite team the Tampa Bay Lightning, and spending quality time with family.
Jay currently holds the FINRA Series 7, 66, & 24.