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Jay D
Series 63, Series 65
San Ramon, CA
Cetera Planning Partners
Jay Doraiswami is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealtheon Advisors LLC and JPMorgan Securities LLC. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process and emphasizes diversified allocations using mutual funds and ETFs, with additional services including tax planning, bookkeeping, payroll, and estate-planning support.
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