About Jay Ennis, RICP

HelpIng People Make Great Decisions about their Personal Finances

What You Can Expect From Me

What I do 

I develop holistic, hassle-free long-term plans with the goal of turning hard-earned incomes into well-deserved outcomes.  I have over 30 years of experience and I'm committed to ongoing professional development and education.  I want to help hard-working people make great decisions about their personal finances so they can gain financial independence.  I focus on serving young adults, families, pre-retirees, retirees, women, school district employees, and federal employees. 

Education and Designations

University of Iowa, Bachelor’s Degree, Communication Studies 
RICP® – Retirement Income Certified Professional®
ChFC® – Chartered Financial Consultant®                                    CASL® – Chartered Advisor for Senior Living®
ChFEBCSM – Chartered Federal Employee Benefit ConsultantSM
 

Personal Life

Jay and his significant other, Courtney, have many interests including travel, art, music, cooking, local and national politics, bicycling, and taking walks. They are empty nesters who enjoy time with their children, family, and friends. They are active in their neighborhood and the broader community.

What You can expect

  • I will take the time to get to know you
  • I will use straight-forward language you can understand
  • I will do my best to make your experience comfortable, easy and effective
  • I will work to create real-life strategies for your unique goals
  • I will explain and guide you through your options
  • I will be accessible to you and easy to work with
  • I will provide you with proactive service to help you gain greater confidence with your money

Supported by Teams and Resources

I've developed the relationships necessary to support my clients.  I leverage a number of different resources starting with the companies I work with including advanced planning professionals, insurance specialists, advanced technologies, services and the operational support they provide.

FOCUS FINANCIAL - Committed to providing the best client-oriented, independent financial advice.  Being a part of Focus Financial means I have access to a network of over 100 advisors who specialize in various areas of financial planning with whom I'm able to collaborate.

OSAIC WEALTH - One of the largest networks of independent wealth management firms in the United States with more than 10,000 financial professionals.  

Here’s just one sample of the specialist resources for advanced planning

Who I Serve

People Nearing Retirement or Already Retired

People Nearing Retirement or Already Retired

For accomplished professionals and investors on the move who want something they can count on

Click Here to Learn More
Mid-Career Accumulators and Busy Families

Mid-Career Accumulators and Busy Families

For those overworked professionals and time-challenged parents who want financial plans they can count on

Click Here to Learn More
Young Families and Young Adults Just Starting Their Financial Lives

Young Families and Young Adults Just Starting Their Financial Lives

For people in transition who want to chart a straight course to their financial goals

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Employers - Financial Education as an Employee Benefit

Find out how providing financial education can help your employees and your organization

Learn more
Educators and School District Employees

Educators and School District Employees

For those who support our communities and shape the future by educating our children

Click Here to Learn More
Federal Employees

Federal Employees

For Federal Employees who want advice and guidance from a Chartered Federal Employee Benefits Consultantsm practitioner

* Jay Ennis, Focus Financial and Royal Alliance Associates, Inc. are not government entities or government employees nor are they affiliated with any government entity.

Click Here to Learn More
Personal Finance for Women

Personal Finance for Women

For those overworked professionals and time-challenged parents who want financial plans they can count on

Click Here to Learn More

Free Information and Resources to Get You Started

What Questions do You Have?

What Questions do You Have?

No matter your stage in life.  Click the link below and a new window will open, download "Answering the Financial Questions that Count" to see a menu of timely resources.  Check the boxes that you have questions about then hit the "CLICK HERE to E-mail your completed request" button to send it back to me.

Answering The Financial Questions That Count  

It's free, there's no obligation, all your personal information will remain private and you decide if you want to continue to get contacted by me.

Contact Me with Questions or for Free Information and Resources

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