Jay W. Wirig

CPA/PFS

“I love the creative challenge of putting complex financial plans into place and seeing them come to fruition. Interacting with my clients and helping them realize their opportunities is so much fun. It really is. Life is short. You have to do everything, and you have to enjoy everything.”

Phone: (925) 280-5703

A member of our affiliated firms since 1981, Jay primarily manages the assets of high-net-worth individuals, including medical and dental professionals, and pension plans.

Earlier in his career, Jay was a tax specialist at Deloitte, Haskins & Sells in San Francisco and an accounting instructor in the Golden Gate University MBA program. He is a co-author of numerous articles tailored to help medical and dental professionals grow and manage their wealth. He holds a master’s degree in accountancy from Brigham Young University.

Jay’s diverse personal interests include organizing high-mountain gaited-mule trekking adventures (“I traded in my dirt bike for a mule”) and gourmet cooking.

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