Jay Sharifi | Source | Founder and CEO at Legacy Wealth Management

Jay Sharifi, an investment advisor, is the founder and president of Legacy Wealth Management (lwealthmanagement.com). Sharifi has more than two decades of experience helping families and businesses develop comprehensive, creative retirement income strategies. He has passed the Series 65 securities exam, has an MBA from the Keller Graduate School of Management of Devry University, and has a certificate in financial planning from Georgetown University. He also is author of the book Building a Better Legacy: Retirement Planning for Your Lifetime and Beyond.