Jay Czarapata, CFP®, CRPS®

Jay Czarapata, CFP®, CRPS®
Director
414.509.1320

Specific experience

  • Senior Advisor at Baker Tilly Investment Advisors, LLC
  • Wealth Manager at SVA Plumb Financial
  • Staff Consultant at Deloitte

Industry involvement

  • CFP® professional
  • Chartered Retirement Plans SpecialistSM

Education

University of Wisconsin-Whitewater

BBA, Finance

 

University of Wisconsin-Milwaukee

Certificate of Major, Accounting

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.