Topline | Jay Lance

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Jay Lance

Intro Book

Certified financial professional with CFP, CFA, and CPA designations.

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Location

New York, New York, United States, US

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Jay Lance has a Master’s degree from Pace University and certifications from reputable organizations like the CFP Board and CFA Institute. These credentials indicate expertise in financial planning, investment analysis, and accounting. Given his location in New York, a hub for finance and banking, his skills are in demand. Certified financial professionals with similar backgrounds and certifications can command higher rates. Let’s check averages. CFP professionals average around $75–$150 per hour, while CFA charterholders can earn $100–$250 per hour. CPAs in private practice can earn $75–$200 per hour. Considering his education and certifications, I’ll estimate around $150 per hour.

Bio

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Jay Lance is a certified financial professional with a strong educational background from Pace University's Lubin School of Business and professional certifications from the CFP Board, CFA Institute, and The State of New York Education Department.

Credentials

Certified Financial Planner (CFP)

CFP Board

Aug, 2018
- Apr, 2026
Chartered Financial Analyst

CFA Institute

Jan, 2015
- Apr, 2026
Certified Public Accountant (CPA)

The State of New York Education Department

Jan, 2010
- Apr, 2026

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Education

2006 - 2008

Pace University - Lubin School of Business

2006 - 2008

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

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Jay Lance

Refer a Friend to Get
100 Credits For FREE

$150.0

Hourly Rate