Partner, Monterey Wealth
Jay is the founding partner of Monterey Wealth. His philosophy is based on three key values: provide well-thought out advice, involve the right resources at the right time for each client, and always deliver “raving fan” service.
Jay has a diverse background that includes corporate finance, taxation, accounting, investment analysis, and executive benefits consulting. He has an accounting degree from The University of Alabama and a Masters degree in taxation from The University of Texas, obtained his CPA license in Georgia (no longer active), and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2007. He gained his business experience working at Ernst & Young, Genuine Parts Company (owner of Napa Auto Parts) and other entrepreneurial organizations.
Jay is married, has two sons, lives in Sandy Springs, & enjoys cooking, golf, and community involvement. He is involved in a number of organizations including North Springs High School Baseball Booster Club, Temple Sinai Endowment Committee, and Epstein School Foundation Investment Committee
Vice President, Monterey Wealth
John specializes in helping retirement plan focused financial advisors with strategies that make a difference in the lives of their clients.
He has more than 17 years of industry experience and has worked with thousands of financial advisors implementing strategies that help them create effective retirement plans for their clients. He is well known as a valuable resource for his clients and delivers unique insights and proven expertise that demonstrate his understanding of the ever-changing retirement landscape.
SPECIALIZED EDUCATION AND DESIGNATIONS
• Bachelor of Finance, The University of Georgia
• American Society of Pension Professionals & Actuaries
• Cash Balance Coach, Kravitz
PERSONAL FACTS
• Can solve a Rubik’s cube
• Made a Albatross/double eagle in 2020 (golf)
• Won three talent shows in high school
John and his wife, Ashley, married in 2012, live in Brookhaven, Georga with their daughter, Annabelle, and son, John Charles. In addition to time spent with his family, John enjoys playing golf, traveling, and following UGA football.
Partner, Monterey Wealth
David joined Monterey Wealth in March 2018 as a Wealth Advisor. Prior to joining Monterey Wealth, he gained six years of finance, audit, and consulting experience at Triage Consulting Group. His experience in consulting brings a client-first approach to help address complex needs and provide strategies.
David earned his Bachelor of Science in Business Administration at the Georgia Institute of Technology where he was a member of the Jackets baseball team. David was drafted after his junior year where he played three seasons in the Houston Astros organization. He completed his degree during the offseason in 2011.
David earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018. David and his wife Ashley live in Midtown Atlanta and enjoy travelling internationally and discovering new restaurants around the Atlanta area.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
110 Ratings
MH
Jan 12th, 2021
It was a great program, went quickly and efficiently. Thanks, I learned a lot.
DL
Jan 12th, 2021
Very interesting introduction to Cash Balance plans
LL
Jan 12th, 2021
Very insightful, informative session
CC
Jan 12th, 2021
I enjoyed the topic. Thank you
JC
Jan 12th, 2021
Excellent presentation
1 Credit
Add to Watchlist
Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
.webp "Best Tax Return Workshop On S Corporation (1120S)")
