Jay Norman Abolofia

Employer firm

Lyon Financial Planning, LLC CRD 305378

100 advisory clients

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers

Lyon Financial Planning, Llc

Waltham, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2019-10-02

MA RA
APPROVED

Since 2019-10-02

Branch Locations

Waltham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lyon Financial Planning Llc	Waltham	MA	07/2019	Present
Sensible Financial Planning And Management Llc	Waltham	MA	09/2016	09/2019
Unemployed	Cambridge	MA	04/2016	09/2016
Economic Security Planning, Inc.	Providence	RI	09/2022	Present

07/2019 → Present

Lyon Financial Planning Llc

Waltham, MA
09/2016 → 09/2019

Sensible Financial Planning And Management Llc

Waltham, MA
04/2016 → 09/2016

Unemployed

Cambridge, MA
09/2022 → Present

Economic Security Planning, Inc.

Providence, RI

Other Businesses

Economic Security Planning, Inc., 8 Burrs Ln, Providence, RI 02904. Economic Security Planning, Inc. ("ESP") is not an investment-related business. Jay Abolofia's work, as an independent consultant, with ESP is not investment-related. ESP is a computer software company and producer of MaxiFi Planner and MaximizeMySocialSecurity. Jay Abolofia provides consulting services to ESP as an independent contractor for a flat fee. This work may involve assisting clients of ESP with the use of MaxiFi Planner, an online software tool created and owned by ESP, and does not involve providing financial or investment advice of any kind. There is no other relationship between Lyon Financial Planning LLC and ESP. Jay Abolofia's relationship with ESP started on 09/2022. Jay Abolofia spends no more than 3-6 hours a week on this activity.