VIP Biography for
Joann R. Bay, CFP
 | Joann R. Bay, CFP |
| Industry | Finance |
| Title | Owner |
| Expertise | Comprehensive personal financial planning, individual counseling and group seminars; Certified Financial Planner (CFP); Registered Investment Advisor (RIA) with Pennsylvania Securities Commission; has been active for many years as a public speaker on personal financial planning for many professional and community groups; Expert Witness in Court involving trust investments |
| Current Organization | J.R. Bay Associates |
| Type of Organization | Financial planners |
| Major Product | Financial advice, "fee only" planner |
| Area of Distribution | National-largely eastern U.S. |
| University/Degree | B.A., English/Psychology, Bucknell University, 1948 |
| Born | September 29, 1926, Williamsport, Pennsylvania |
| Honors & Awards | Named as one of the 200 best financial advisors in the U.S. by Money Magazine in 1987; listed in National Registry of Who's Who at the Library of Congress in Washington, DC and in America's Registry of Outstanding Professionals and Who's Who of American Women |
| Affiliations | National and local Chapter membership in the Financial Planning Association as a Licensed Practitioner; Former Board of Directors, Delaware Valley Chapter of the I.A.F.P., Former Member of Philadelphia County Estate Planning Association and Delaware County Estate Planning Association; Former Member, Women in Transition; Former Chairman of Investment Committee of the Community Y Foundation Board of Trustees |
| Hobbies & Sports | Playing piano; Supporter of Kimmel Center for the Performing Arts and Philadelphia Art Museum |
| Children | John Jr., Neil; Grandchildren- Victoria, Kelly, Ian |
| Spouse | John Sr. |
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