About Our Firm
Legacy Wealth Management
Legacy Wealth Management’s mission is to help you build a better legacy. Our primary area of expertise is wealth management.

Jay Sharifi
Founder, President, and Investment Advisor
Jay Sharifi, author and founder of Legacy Wealth Management, has helped families achieve financial peace of mind for over 20 years. He is the author of Building a Better Legacy & Faith and Income Planning; educational books focused on empowering individuals on how they can make their financial goals a reality. His expertise has been featured in major media outlets including MSN, CBS News, Yahoo Finance, and local stations like WUSA9 News, and Great Day Washington. Jay focuses on safeguarding income and prioritizing asset protection, while strategically pursuing market growth and addressing financial complexities.
Jay Sharifi earned his Financial Planning certification at Georgetown University and his Masters of Business Administration (MBA) at DeVry University. He currently resides in Arlington, Virginia and enjoys spending time with family and supporting local charities such as Cole’s Closet.

Kaycee N. Sirstins
Director of Operations

Eian Lomash, CRPC®
Financial Advisor

Birds Horton, CRPC®
Certified Financial Fiduciary®
Financial Advisor

Ashley Poling
Front Office Assistant

Zara Sharifi
Relationship Coordinator

Hayleen Medina
Relationship Coordinator

Ron Bolte
Financial Planning Associate

Jalen Christian
Client Transfer Specialist

Steven Davis
Client Transfer Specialist

Albert Valencia
Client Transfer Specialist
Have Questions for Legacy Wealth Management?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@lwealthmanagement.com or call us at 877-650-4738 today!