Jay Abolofia, PhD, CFP®

When I told my daughter I was starting a business, she immediately said, “How can I help, Dad?” This simple question is at the core of everything I do. With every client relationship, meeting and question, I ask myself how can I help.

I approach personal finance with a compassionate, disciplined and analytical mindset. I’m a Certified Financial Planner® professional, PhD economist and member of the National Association of Personal Financial Advisors. I have been featured in the New York Times, Wall Street Journal, Consumer Reports, AARP, PBS, CNN, Forbes, and more.

When not helping clients, you’ll find me playing music or outdoors with my family. The name L-Y-O-N comes from taking two letters from each of my daughters’ first names.

More About Jay

I grew up in the Pacific Northwest and completed my undergraduate work at the University of Washington in economics. My love of learning and interest in microeconomic research led me to the University of California, Davis where I completed my PhD in Applied Economics. I found great success in my research, but it was the teaching I found most fulfilling. Explaining difficult concepts in a clear and concise manner is one of my greatest passions. Helping others find solutions to challenging problems is incredibly rewarding.

With the birth of our first daughter, we moved to Massachusetts to be near family. After working as an economic consultant, providing support to expert witnesses in matters of high stakes litigation, I decided to change careers in order to work more directly with people. I spent the next three years at a prestigious fee-only financial planning and wealth management firm. During that time, I completed my coursework in financial planning at Boston University and became a Certified Financial Planner® professional.

Starting Lyon Financial Planning in 2019 was a natural next step in my career. Being a fee-only, fiduciary and independent advisor, working on a straightforward fixed fee basis, allows me to remove major conflicts of interest and provide truly objective and personalized advice to my clients.