Jay . Cleary
Bridge Financial Group
Jay Cleary, CLU, ChFC, is the President of Bridge Life with offices in Denver and Portland, Oregon. Jay has been an advisor to affluent families across the country for over thirty years. Bridge Life offers wealth transfer planning and life insurance portfolio design and management services to clients with taxable estates. The firm’s average net worth client is $50 million, and they use life insurance to accomplish traditional estate and business planning objectives. Their team works closely with each client’s estate and financial advisors. The firm also provides access to the high-end life insurance marketplace through its membership in M Financial Group. Jay is a member of the Society of Trust and Estate Practitioners (STEP), the Rocky Mountain Estate Planning Council, and the Denver Estate Planning Council. He speaks publicly on the subject of advanced planning and insurance matters, most recently at an International STEP Conference. He is active in the Denver community and has been a long-time board member of several non-profits including Denver Broncos Charities, Elevate USA, and the Leadership Program of the Rockies. Jay graduated from Bates College in Maine with a bachelor’s degree in Mathematics and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College. He and his wife have four children and they spend much of their time in Vail.
03/23
