Jay Hutchins, M.S., CFP®, AIFA®
Quoted by ABC News, Forbes, the New York Times, the Wall Street Journal, News Week, the Associated Press, Businessweek, Bloomberg, Investment News, MSNBC, CNNmoney.com, Morningstar, Dow Jones Newswire, and others, John “Jay” Hutchins is a nationally sought-after source of expertise on investing, personal financial planning, and wealth management. (Google “Jay Hutchins Financial Planner” for a sampling of quotes.)
Experience: Mr. Hutchins is a twenty-five year veteran of the financial services industry. He founded Comprehensive Planning Associates, Inc. (corporate owner of The Wealth Conservatory trademark) in 1995, following a ten-year career as a Vice-president and Trust Specialist for the brokerage firm A. G. Edwards & Sons. His background also includes having held licenses in property-casualty, life, and health insurance.
Education: Mr. Hutchins holds the Certified Financial PlannerTM mark and Certified Divorce Financial Analyst™ (CDFA) designations, a Master of Science degree in Personal Financial Planning from the College for Financial Planning in Denver, Colorado, and he has earned the Accredited Investment Fiduciary Analyst® (or AIFA®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Memberships and Affiliations: He is a National Association of Personal Financial Advisors (NAPFA) Registered Financial Advisor, and is a member of both the Garrett Planning Network (GPN) and the Financial Planning Association (FPA).
Outside the Office: Mr. Hutchins serves as Trustee of Trust Funds for the City of Lebanon, Past-trustee City of Lebanon’s Dartmouth Hitchcock Medical Center Fiscal Impact Fund, Chairman Lebanon Board of Assessors, Past-Chairman Lebanon Board of Zoning and Adjustment, Past member Board of Directors for the Lebanon Opera House, Past board member Stepping Stones/Next-Step (local mental health agency), Treasurer Emeritus Upper Valley Youth Services, Treasurer Lebanon Rotary Club, and is a past-Trustee for his church.
Jay is also the father of five grown children and husband to Jeanette, who serves as School Nurse for the White River School and Coordinator of Health Services for the Hartford School District. With children currently scattered across the country from New Hampshire to Chicago to Dallas and Salt Lake City, Jay and Jeanette hardly find time for their golfing, skiing, hiking, and boating between flights to visit the kids and grandchildren.
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In person meetings with Jay are located at
29 School Street, Lebanon, NH 03766