Jay Hochheiser, CFP®, CEPA, Wealth Management Advisor in

Jay Hochheiser, CFP®, CEPA, Wealth Management Advisor

Examiner · DISC type cs
Founder & CEO at Hochheiser, Deutsch & Company, Inc.
📍 New York City Metropolitan Area, United States

Jay Hochheiser is the Founder and CEO of Hochheiser, Deutsch & Company, a firm he has led for over 30 years. As a CFP® and Certified Exit Planning Advisor, he provides holistic wealth management for successful entrepreneurs and physicians, focusing on securing their lifestyle and legacy.

Jay appears dedicated to community service through his support for organizations like the Cohen Childrens Medical Center of New York and VISIONS, which assists the visually impaired. He also contributes his financial planning expertise through pro bono work.

He has created unique, trademarked financial processes and authored two books to guide entrepreneurs and physicians toward financial freedom.

Read the full overview →
Experience
29 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Jay shows up

Process Oriented
Status Quo Seeker
Tough To Convince

Being observant comes to them naturally. They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Jay cares about

Holistic Wealth Management
He emphasizes looking at the "big picture" and acting as a "Macro-Manager" for his clients' complete financial situation, not just one piece of it.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he specializes in helping business owners successfully transition or sell their companies as a key part of their wealth journey.
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Career

Work history

4-1996
Founder & CEO
Hochheiser, Deutsch & Company, Inc.
4-1996
Wealth Management Advisor
Hochheiser, Deutsch and Company, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Certified Exit Planner Advisor
Exit Planning Institute
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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