Jay Mota
Woodcliff Lake, New Jersey 07677
United States
Profession(s)
Financial ProfessionalAs a Master Analyst in Financial Forensics, (MAFF), Certified Divorce Financial Analyst (CDFA), and Certified QDRO Specialist (CQS) I work with attorneys, mediators, and clients to help determine the values, financial behaviors and settlement options for a divorce. My 27+ years experience in Wealth Management and Financial Services where I hold a Certified Financial Planner, (CFP) designation affords the opportunity to expand on the divorce planning process by helping clients understand the impacts of divorce and how they can plan efficiently to reach their goals.
Professional Activities
As a Master Analyst in Financial Forensics, (MAFF), Certified Divorce Financial Analyst (CDFA), and Certified QDRO Specialist (CQS) I work with attorneys, mediators, and clients to help determine the values, financial behaviors and settlement options for a divorce. My 27+ years experience in Wealth Management and Financial Services where I hold a Certified Financial Planner, (CFP) designation affords the opportunity to expand on the divorce planning process by helping clients understand the impacts of divorce and how they can plan efficiently to reach their goals.Undergraduate Education
Pheonix University, 2013
Postgraduate Education
Fordham University, 2020
Professional Education
Master Analyst in Financial Forensics (MAFF) - National Association of Certified Valuators
Certified Divorce Financial Analyst (CDFA) - Institute of Divorce Financial Analyst
Certified QDRO Specialist (CQS) - American Association of Certified QDRO Professionals
Certified Financial Planner (CFP) - CFP Board
Wealth Management Certified Professional (WMCP) - The American College of Financial Services
Chartered Financial Consultant (ChFC) -- The American College of Financial Services