About Hereford Financial
Based in Boston, MA, Hereford Financial brings fee-only financial planning to individuals and families looking to delegate their financial planning and investment management.
We specialize in working with equity compensated professionals and those preparing for retirement.
There are big decisions to be made regardless of your age and career stage. Our financial plans adapt as your life changes.
Jay Karamourtopoulos, CFP®
Outside the Office
I am the founder and lead financial planner at Hereford Financial. I specialize in helping equity compensated professionals and those looking to plan for retirement create and foster wealth.
Outside the office I am an avid runner. You can find me running along the Charles River or training for the Boston Marathon in Newton with the Heartbreak Hill Running Club! I’m also a huge Red Sox fan and love traveling, trying new restaurants and experiencing and learning from different cultures.
Prior Work Experience
After spending seven years in financial services I branched out and joined a few early stage FinTech companies. My prior roles gave me experience within both large and mid sized Investment Management and Financial Planning firms, as well as experience with early stage technology start ups.
I received an MBA in Strategy and Innovation from the Questrom School of Business at Boston University, as well as a BBA in Finance from the Isenberg School of Management at the University of Massachusetts Amherst. I am also a CFP® professional.
Who We Work With
I specialize in working with equity compensated professionals and those looking to prepare for retirement. Regardless of career or life stage, my clients all believe in the philosophy that money is a tool that can be used to achieve the life you want to live.