Broker Check
James A. Lindner CFP®, CHFC®, CLU®

James A. Lindner CFP®, CHFC®, CLU®

President and CEO

Jay has been a Partner with Retirement Strategies since 1993. Jay's responsibilities at Retirement Strategies include client account service, management, education and development. He also coordinates employee education programs for major local employers in addition to implementation of employer sponsored health and retirement plans.

Jay graduated from The Ohio State University with a B.S. degree in Finance. He has attained the Certified Financial PlannerTM,  Chartered Life UnderwriterTM,  and Chartered Financial ConsultantTM,  Certifications.

Jay is an active volunteer in central Ohio. He currently serves as President of the Central Ohio Professional Education Council (COPEC) a 501(c)(3) non-profit organization. He also has served on the board of Future Possibilities, a 501(c)(3) Kid Coach initiative, the Kiwanis Club of Greater Dublin, an advisory committee member for the Nationwide Children's Hospital Reach Out and Read Literacy program, a committee member and volunteer for the Chris Spielman Gridiron Classic for breast cancer research, a member of the Leadership Dublin class of 2010 and a member of the advisory committee for the Central Ohio Miracle League, which provides a safe and accessible baseball league format for special needs children.

Jay resides in Dublin with his wife, Sally and two daughters, Rachel and Elisabeth.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which
it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing
certification requirements.