Jay Guard, CPA, PFS

As a Wealth Manager, Jay provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their needs are met as their financial situations change over time. Jay focuses on financial planning, wealth management, tax preparation, and consulting. He works with professionals, small businesses, and families to grow and protect their wealth. As a Partner of Coldstream Tax & Consulting, Jay provides proactive tax planning that aligns with clients’ overall wealth management strategies to help ensure peace of mind.

Prior to joining Coldstream, Jay was a partner with Harrison Berkman Claypool & Guard, PLLC and HBC Financial Services, PLLC, which he joined in 2007. Before that he spent 10 years as Chief Financial Officer of a regional tech company and 7 years working in a local CPA firm in Seattle.

Jay is a graduate of the University of Washington and is a proud alumnus, supporter, and Tyee club member. He is a licensed Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).

His passions include scuba diving, sailing, and Jeeps. He and his wife live in Edmonds and enjoy spending time sailing the Salish Sea with their two Siberian Huskies and their two daughters and sons-in-law.