Charlotte Jay

Charlotte Jay

Financial Advisor

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, and her last position was as human resource manager. One of her responsibilities in that position was managing more than 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 advisor with Commonwealth Financial Network. 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 in financial planning.

Charlotte has been married to her husband, David, since 1990 and they have a wonderful, smart, funny, and handsome son, Blaise! They enjoy life with a dog and wonderful family and friends. Charlotte volunteers in various areas in the community including school, sports, Scouts, and church.

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