Jay Pink
EXPLOREMY WHY
Why I Became a Financial Advisor
I love helping good people do good work. I spent a lot of time in Africa doing microfinance work. When I came back to the United States, I was looking for opportunities to help and realized that one of the best ways to help people is with their financial planning. I am honored to guide individuals, families and business owners to see their financial future and strategize together over the right financial decisions to reach their retirement.
TEAMWORK
A Team Approach
The decision to join Forum Financial and work alongside my business partner, Brandon Meyer, was a natural fit. For years, we discussed the idea of how to expand our impact and connection with clients. Helping clients achieve their financial goals was a perfect next step. As financial advisors, we strive to deliver the same level of professional financial planning that we have consistently provided to our legal clients over the years.
MY FOCUS
Helping Business Owners Forge Their Financial Path
My focus is on supporting business owners with data-driven strategies to build their business, pivot and strategically exit the business. I find joy in helping entrepreneurs put together a financial plan to help them reach their goals while enjoying the journey!
“Sometimes in life, it’s not developing the best answers, but developing the right questions."
— DAVID BOOTH
THIRTY-FIVE YEARS OF DIMENSIONAL
About Jay
Jay Pink, JD joined Forum Financial Management in 2024 as a Financial Advisor. He is an estate planning and business transactional attorney. With over a decade of experience as a CPA and an attorney focused on estate planning and business law, Jay brings a holistic approach to financial planning, incorporating tax, business and estate strategies. Prior to Forum, he worked as a CPA at Considine & Considine in San Diego. Since 2019, Jay has owned and operated his own law firm.
Jay holds a juris doctor from Purdue Global Law School and a bachelor’s degree in accounting from Boston College. His early exposure to his family’s business sparked his interest in finance, law and helping others. His diverse career includes time spent in Malawi, Africa with the African Bible Colleges and volunteering with many community organizations.
Dedicated to helping clients secure their financial futures, Jay and his team offer tailored solutions and would be honored to connect with you!
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
