Jay D. Hinkens, CFP®

Jay D. Hinkens, CFP®

Wealth Advisor

Welcome to Point B Wealth Advisors. As a CFP® professional I am dedicated to helping individuals and businesses build their financial futures.

My education, experience, and professional affiliations have fostered a practical approach to investing and financial planning. The key is to listen to each client’s goals and investment objectives. This knowledge serves as the basis for a long-term strategy aimed at growth, income, and income protection.

Just as a well formulated strategy is important, so too is careful implementation. As an independent firm we never promote a particular product or service, preferring instead to find the best product/service combination for our clients.

Credentials

A Bachelor of Science in Computer Science and Electrical Engineering from the University of Wisconsin-Madison has served me well in the technical and mathematically complex world of finance.

While my undergraduate studies were important, I have not stopped there, preferring to pursue a variety of industry training and certification programs in an effort to better serve my clients. These programs include:

  • The FINRA Securities Registration Series 66 and Series 7 courses and exams
  • The State of Wisconsin Insurance Licensing exam  
  • The CERTIFIED FINANCIAL PLANNER(TM) exam and certification program

This training complements my involvement with other business professionals in organizations such as:

  • The Madison Estate Council
  • Business Networking International
  • The Middleton Chamber of Commerce
  • Madison Rainmakers
  • The National Association of Insurance and Financial Advisors, board member, past president
  • Rotary Club of Madison South, Past President

As a Middleton resident since 1986, I have deep roots in the community and am privileged to contribute as a member and Past President of the Rotary Club of Madison South and various board memberships.

Thank you for visiting our website. We welcome questions and the opportunity to discuss your financial future. Call us at 831-LIFE, because life takes planning.

Jay is securities licensed in CA, IA, IL, IN, MN, NC, NM, OK, WI

Phone (608) 831-LIFE (5433)
Fax (888) 394-8629