Jay Barish, JD, MBA, CFP^®, CDFA^®

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst^® practitioner, Jay wants to help clients achieve some financial confidence while pursuing & achieving their financial goals. A recovered attorney, he has been through booms, busts, and recoveries as an advisor and utilizes his law and consulting background to provide a seasoned perspective to his clients' financial pursuits. Jay enjoys working together with his clients through life’s challenges and opportunities.

Jay and his wife Jody have been married for almost 30 years.  Their four kids -- Peyton, Jordan, Mason, and Keaton – have all reached adulthood, with the youngest currently in their respective undergrad experiences. Through the kids, their rooting interests have included NC State, UNC Chapel Hill, UNC Charlotte, and Duke. Jay has coached kids' soccer and basketball and was the starter for their summer swim team for almost 15 years.

He was an avid basketball player until his knees said, "no more," but he is still a fitness weightlifter/gym rat and he and Jody love hiking and stand-up paddleboarding. He loves both classic and modern literature, movies, and a ton of different music (he, Jody, & the kids have mutually influenced each other). He frequently volunteered at the Financial Planning Simulation for Green Hope High School seniors to foster financial literacy.

A “fun fact” is that Jay has sung the National Anthem at two Durham Bulls games (along with "O Canada" both times), a Carolina Mudcats game, and two Cary City Invitational swim meets. Like you, perhaps, the shower & the car are frequent performance venues, too.