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Waltham, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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.
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