Jay Roberts

Welcome! My name is Jay Roberts and here is a little bit about me. Expert at formulating impactful financial strategies for clients. Roster includes current and former U.S. politicians, ultra-affluent families, real estate developers, institutional apartment owners, international investors, and owners of privately held corporations. Certified Financial Planner™.

Founded Global Financial Literacy Initiative (GFLI.ORG) - a start-up educational non-profit whose mission is to advance financial literacy in the U.S. and throughout the world.

Born in South Korea. Adopted by an American family and raised in the United States. Currently reside in Hermosa Beach, CA. Love to exercise (run, swim, circuit training). Enjoy reading non-fiction and business-related books. Passionate golfer.