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VIP Biography for
Joann R. Bay, CFP

Joann R. Bay, CFP PhotoJoann R. Bay, CFP
ExpertiseComprehensive 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 OrganizationJ.R. Bay Associates
Type of OrganizationFinancial planners
Major ProductFinancial advice, "fee only" planner
Area of DistributionNational-largely eastern U.S.
University/DegreeB.A., English/Psychology, Bucknell University, 1948
BornSeptember 29, 1926, Williamsport, Pennsylvania
Honors & AwardsNamed 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
AffiliationsNational 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 & SportsPlaying piano; Supporter of Kimmel Center for the Performing Arts and Philadelphia Art Museum
ChildrenJohn Jr., Neil; Grandchildren- Victoria, Kelly, Ian
SpouseJohn Sr.
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