Jay Arnold LPL Financial Advisor

Jay Arnold LPL Financial Advisor “Success is where opportunity meets preparation, prepare yourself today for the next opportunity tomorrow” Wealth management runs in the family.

I work alongside individuals, families, retirees, business owners, and corporate 401K plans; servicing those that may not have the time, desire, or resources to manage their investments on their own and helping to navigate the intimidating task of planning for now until death, and legacy planning for what comes after. Avoiding the typical "cookie-cutter" approach, I take the time to understand eac

h of my client’s unique needs. Collaborating with a diverse team of experts in all matters of finance, insurance, and estate planning, I help provide sound advice and investment strategies that not only provides a tailored holistic plan, but also delivers this advice with a personal touch and attention to detail that aims to be exceptional. My mom, Trish, who made the daunting career change in her mid-40's as a single mother of two teenagers (at the time), has been a professional wealth management advisor for over 16 years. She is a collaborative partner in the work that I/we do with clients every day and continues to be an inspiration for how and why I build relationships with clients on an individually unique level. I too entered the financial services industry as a career change, becoming an Associate Advisor with registrations held at LPL Financial, later joining Rubicon Advisors in 2020 working out of their main Roseville branch. In my spare time, I enjoy spending as much time as I can with my fiancé Tiané and my three boys: Makai, and identical twins Braylen and Greyson. Growing up involved in as many sports as possible and playing college basketball, I strive to continue to make it a priority to stay active, healthy, and involved in as many activities as possible both with friends and colleagues, as well as my little ones and family.

Very few of us are actually prepared for surprises, hence the name surprise! This is especially important when it comes ...
11/10/2020

Very few of us are actually prepared for surprises, hence the name surprise! This is especially important when it comes to financial surprises, whether they're an unexpected bill, job loss, or a new addition to your family. A plan is more important now than ever with the ever-changing economy and the myriad of "surprises" we've all faced in 2020. Do you have a plan in place? What about a budget that will help ensure that plan stays on track??

A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce your anxiety and protect you financially when the unexpected happens.

A question many retiree's face. Whether you're approaching retirement or already retired and wondering what to do with a...
10/26/2020

A question many retiree's face. Whether you're approaching retirement or already retired and wondering what to do with all of your free time, you have tons of options to help you enjoy every aspect of retirement and studies show you should explore those options!

Are you thinking about returning to work after retirement? You might want to earn some extra income, stay social, or create more structure in your daily routine. Whatever your reason might be - and whether you're already retired or are getting ready to leave the workforce in your current capacity -....

10/23/2020

It's true, you are never too young or too old to start investing and thinking about your future. But millennials are in the perfect place to take advantage of the time they have before retirement to begin taking steps to invest in their future. Education is key and literally at our fingertips. Take a minute to tap in to that education with this great read!

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With everything going on, it's more important than ever to combat anxiety amidst all the uncertainty. Challenge yourself...
10/22/2020

With everything going on, it's more important than ever to combat anxiety amidst all the uncertainty. Challenge yourself and stand up to the doubt!

A global pandemic, a contentious election and market volatility are all reasons for feeling anxious. It’s tempting to feel the need to make quick financial decisions, but these decisions may do more harm than good.

We're all feeling the ups and downs of the pandemic, but that doesn't have to stop us from taking advantage of the NOW. ...
10/21/2020

We're all feeling the ups and downs of the pandemic, but that doesn't have to stop us from taking advantage of the NOW. Don't let these trying times postpone fun, try these tips for adding some fun to a random night of the week!

For many families, game night is a big tradition. That's because it can be a great way to make memories in a manner that's largely inexpensive, easy - and most importantly - fun. Whether you're looking to start your own game night or need a fresh idea for your regular meetup, we've rounded up a uniq...

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Auburn, CA

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+15307860474

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