Michael
Kay
Financial Life Focus, LLC
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About this Advisor
Michael Kay is a financial advisor based in West Orange, New Jersey, working with Financial Life Focus, LLC. Michael has previously held a position at Financial Life Focus, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Michael is part of Financial Life Focus, LLC, which operates out of West Orange, New Jersey. The firm has 6 offices and 8 employees. The firm manages assets totaling $379.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Financial Life Focus, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Life Focus, LLC Brokerage Details
$379,429,431
8
606
$626,121
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Kay Work History
Financial Life Focus, LLC
Disclosures
Please visit the SEC profile of Michael Kay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Life Focus, LLC
Newark, CA
Philadelphia, PA
Pleasanton, CA
Melbourne, FL
West Orange, NJ
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
