Helping Young Professionals Optimize Their Financial Goals
Jay Vora joined The Bulfinch Group in November 2023 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals.
From a young age, Jay gained a unique perspective by witnessing first-hand how important good financial planning can be — his parents emigrated from India to America and started a small printing business. Launching the business took priority, however, they did not have the proper financial planning tools in place. As a result, there was financial strain, always worrying about the financial protection of the business.
With a passion for helping others, Jay’s mission is to help consult with individuals and young professionals about their financial needs and develop plans with appropriate flexibility and protection. By assisting clients in creating an organized financial strategy, he is able to help them achieve their financial goals. Determined to help those that need financial guidance early in their lives, he remains focused on informing and teaching individuals as they embark on their own financial journeys.
Born and raised in Needham, MA, Jay earned a Bachelor of Arts (B.A.) degree in education with a concentration in Sports Management from Ohio State University. During his undergraduate tenure, he was very active in the Kappa Sigma Fraternity. When he is not working, you will find him spending time with family and friends, cheering on his favorite Boston sports teams, and traveling the world – Jay has now traveled to 30+ countries worldwide. Jay currently resides in Brighton, MA.
Financial Representative of Guardian.