Charlotte Jay

Charlotte worked for U S WEST for almost 19 years in Cheyenne, WY, Denver, CO and Phoenix, AZ.  Her work covered many areas in telecommunications with her last position as Human Resource Manager.  One of her responsibilities in that position was managing over 20,000 Bell System volunteers for AT&T and U S WEST.  During that time, her volunteer groups achieved national recognition for their respective companies for community involvement.  In 1996, Charlotte left U S WEST and returned to Colorado.

Charlotte is now a Financial Planner with SagePoint Financial, Inc. She has been working in the Financial Advising industry since 1997.  As a Human Resource Manager, Charlotte became a subject matter expert on company benefits.  Jay Financial Group, Inc. specializes in retirement, estate and financial planning* in conjunction with risk management.  Charlotte’s experience ties in well with her skill as an SME on company benefits.

Charlotte's distinctive proficiency is in helping employees plan for retirement by capitalizing on their employee benefits and then using those benefits as a base for individual planning.  Charlotte is especially interested in helping women become financially independent through education of financial planning.

Charlotte has served on the LASA (PTO) Board at Littleton Academy Charter School, chaired the annual Book Fair and continues to volunteer at the school, teaches the youth at Unity Church of Denver, and is involved in Boy Scouts and sports with her family.

Charlotte has been married to her husband David since 1990 and they have an amazing son, Blaise.  They enjoy life with two dogs and wonderful family and friends.

"Our Firm has a sincere desire to help people."

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck