Professional

Jay McGowan joined Fi Plan Partners and applies his vast experience and knowledge in the financial planning arena in coordination with those advisors on the portfolio strategies side of the firm.

Jay began his career as an accountant and has served as senior audit associate and director of finance. In addition, Jay has served as financial advisor and chief compliance officer for a local wealth management firm. Jay is a professional CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant and Personal Financial Specialist. Jay’s expertise includes personal finance, retirement, estate, income tax, insurance and investment planning, financial reporting, investments, and regulatory compliance. He has a depth of experience in the financial services sector with a demonstrated standard of excellence for personal financial planning.

Education

Jay earned his Master of Accountancy and BS in Business Administration, Accountancy, from Auburn University.

Personal

Born and raised in Huntsville, Jay and his wife make their home in Birmingham where he is a member of the Greater Birmingham Auburn Club and the Phoenix Club. He contributes his time to several local non-profit organizations and enjoys woodworking, exercise, music, Auburn football, duck hunting, fishing and any other activity which takes him outdoors. Jay and his wife, Kylee, are active members of Mountain Brook Community Church where they are passionate about serving with Aaron’s Staff Respite Care Ministry.

 

Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Planning Coordinator
Email Jay McGowan here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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