Jay Arnold is a Certified Plan Fiduciary Advisor (CPFA®) as well as an Accredited Investment Fiduciary (AIF®) and co-founder of SAGE Financial Partners. He majored in Business with a Financial Planning Certificate from the University of Phoenix. He holds Series 7, 66, Securities Industry Essentials® (SIE®), and CA Insurance licenses through LPL Financial and completed LPL's Investment Advisor Institute (IAI) program, earning his license’s in 2020.
Jay's journey into the financial planning industry was influenced by his mother, Trish, who inspired him to make the leap and change his career path in 2019. His genuine desire to help others is evident in his unwavering commitment to positively impacting people's lives, no matter how big or small.
When he's not busy assisting his clients, Jay enjoys his favorite sport, basketball, and spending quality time with his growing family. He also values taking the time to slow down and connect with nature, as he has discovered a newfound love for exploring the outdoors since moving to Auburn, CA with his Wife Tiané, Special Education Teacher at Granite Bay High School. He is also an active member of the Auburn Chamber of Commerce and a part of Leadership Auburn's class of 2023. Additionally, Jay dedicates his time to coaching youth sports, fostering a sense of teamwork and discipline in his three wonderful boys; Makai, Braylen & Greyson. Their boys are joined by the latest addition to the family, their baby sister Nolia.
With a firm belief in the importance of financial security, Jay's main motto is "Pay yourself first!" Jay's advice to his clients emphasizes the importance of prioritizing contributions to retirement accounts and savings above other financial allocations. This approach ensures that his clients take care of their financial well-being and long-term goals first and foremost, allowing them to thrive and achieve goals never imagined.