Jonel Tomines, CFP®
Designations and Licenses
Jay is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Jay works with the advisory team to provide customized wealth management solutions to clients to help them achieve their goals and aspirations. Prior to joining Mariner Wealth Advisors, he worked at EP Wealth for almost 4 years as a financial planner in which he focused on providing comprehensive financial planning to high net worth individuals and was responsible for creating comprehensive wealth strategies to maximize client’s financial resources. Jay was also a board member for their financial literacy program.
He has a bachelor’s degree in finance with a concentration in financial planning from California State University, Fullerton, and also completed the financial planning certificate course at UCLA.
He is an advocate for financial planning at California State University Fullerton, and also does pro bono financial planning work for individuals at FPA.
He loves spending time with his wife and daughter and is a Los Angeles Lakers fan. In his spare time, he loves the outdoors, going for a hike, playing basketball, reading books and most of all boxing. He loves fitness.