Jay Silverman is a wealth advisor at RWA Wealth Partners with nearly 20 years of experience guiding high-net-worth individuals and families through complex financial decisions.
Jay’s planning-first philosophy centers on integrating investments with retirement planning, tax strategy, cash flow and legacy considerations. His work focuses on helping clients simplify their financial lives and navigate important decisions with clarity and purpose.

Prior to joining RWA Wealth Partners, Jay served as a senior wealth advisor at both Charles Schwab and Vanguard. In those roles, he advised high-net-worth and ultra-high-net-worth individuals, business owners and multi-generational families, collaborating closely with estate, banking and tax planning specialists to deliver cohesive, comprehensive wealth strategies.

Jay holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®) and Certified Wealth Strategist® (CWS®) designations. He earned a B.S. in economics from Miami University (Ohio).

After spending 18 years in Arizona, Jay relocated with his family to Orange County, California, in 2025. Outside of work, he enjoys time at the beach and at Disneyland with his wife and children.