Jay Palen, Financial Advisor located in Summerville, SC

Financial Advisor
Jay Palen

CFP®, CEPA®, AAMS®
408 Brighton Park Blvd, Suite 104, Summerville, SC 29486opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Car Restoration
  • Vintage Cars
  • Movies & Entertainment
  • Community Outreach
  • Architecture

Team Members

  • Melissa Black
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(843) 824-5595

Fax

(877) 222-0491

Office Address

408 Brighton Park Blvd
Suite 104
Summerville, SC 29486opens in a new window

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