Jay Mota

50 Tice Boulevard
Woodcliff Lake, New Jersey 07677
United States
Office Phone: 2015964005
Member since 2023
Membership Type: IACP

Profession(s)

Financial Professional

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.

Area(s) of Practice: Divorce Financial Analysis and Planning
License(s): Licensed to sell: Life, Health, Property and Casualty Insurance. Series 6,7, 63, and 65.

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