About Focus Financial - Jay Ennis
What I do
I help hard-working people make great decisions about their personal finances so they can gain financial security. I develop holistic, hassle-free long-term financial plans. I have over 30 years of experience and I'm committed to financial education for employees and raising financial literacy. I focus on serving retirees, people nearing retirement, families, young adults, school district employees, federal employees and employers with financial education programs for their employees.
Education and Designations
University of Iowa, Bachelor’s Degree, Communication Studies
ChFC® – Chartered Financial Consultant® RICP® – Retirement Income Certified Professional® TPCP® - Tax Planning Certified Professional®
ChFEBCSM – Chartered Federal Employee Benefit ConsultantSM
Personal Life
Jay and his wife, Courtney, have many interests including travel, art, live 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 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.
CLICK HERE - 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.
People Nearing Retirement or Already Retired
For accomplished professionals and investors on the move who want something they can count on
Mid-Career Accumulators and Busy Families
For those overworked professionals and time-challenged parents who want financial plans they can count on
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
Educators and School District Employees
For those who support our communities and shape the future by educating our children
Federal Employees
For Federal Employees who want advice and guidance from a Chartered Federal Employee Benefits Consultantsm practitioner
* Jay Ennis, Focus Financial and Osaic Wealth, Inc. are not government entities or government employees nor are they affiliated with any government entity.
Personal Finance for Women
For those overworked professionals and time-challenged parents who want financial plans they can count on
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.
CLICK HERE - 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.