Jay Nauta

Jay Nauta is a former Registered Investment Advisor with nearly 40 years of experience in the Financial Services industry. He currently holds the distinct designation of Certified Senior Advisor (CSA)® and Reverse Mortgage Loan Officer.

In 2001, while still performing his trusted role as Financial Advisor, and upon doing research into the HECM Reverse Mortgage, Jay discovered that the product wasn’t only just benefiting those seniors experiencing financial hardship, but also being successfully utilized by high, net worth individuals as a real and comprehensive retirement strategy for those “In the know”, (e.g. Reverse Mortgages, Wade Pfau, Ph.D., CFA, RICP).

As a result of his due diligence, Jay concluded an authentic obligation to educate his senior clients (those 62+) on the unrealized benefits and utility of this lucrative planning option. It became apparent that there was no better person to share this invaluable source of information than the very person they had already placed their trust in for their financial advice and guidance.

Jay brings a wealth of knowledge and a proven track record of integrating Reverse Mortgages into comprehensive retirement strategies and has successfully executed hundreds of these loans. He is currently licensed and serves the public as your premiere Reverse Mortgage Planner and CSA, and would be honored to provide you with a greater understanding of how you too can help your client, your family member, or yourself financially by utilizing this unique method accessible by senior’s for a strong retirement outcome.