We offer financial planning for every leg of your journey!
Your Financial Life. One Coordinated Team.
Whether you’re just getting started, planning for retirement, or somewhere in between, you deserve a financial team that sees the full picture. We bring clarity to your finances by coordinating strategy, investments, and ongoing guidance—so you can make confident decisions at every stage of life.
From Conversations to Confident Decisions.
Our streamlined process gives every dollar a purpose, aligned with your goals, priorities, and comfort with risk. It’s disciplined, flexible, and built to evolve as life changes.
How We Work:
· Discover what matters most to you
· Analyze your complete financial picture
· Manage with discipline, not emotion
· Optimize as your goals and life evolve
Clear strategy. Ongoing guidance. A team in your corner.
Meet with our local Investment Team for a complimentary, no pressure review of your accounts.
Curtis G. Fay, CFP® CPFA
Financial Representative
Call (570) 742-3903 (Option 6)
Curtis Fay is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Plan Fiduciary Advisor with Cetera Wealth Services, LLC. Curtis has dedicated his career to helping clients identify priorities and assist with asset and income protection for themselves as well as their families by evaluating where they are and then moving forward with a plan and a purpose. He believes every person deserves sincere help with their unique situations which address their goals and concerns.
Curtis prides himself as a lifelong learner and continues to participate in many opportunities to maintain a leading intellectual competitive advantage to work collaboratively with his clients to prioritize needs, wants, and wishes while striving to implement and manage a workable plan which fits each client’s family dynamics and unique circumstances.
After graduation from Shippensburg University with a Bachelor of Science degree in Business Administration and Marketing in 2004, Curtis went on to help constituents in the 23rd State Senatorial District of PA as a Constituent Services Representative before making the transition into Financial Planning in 2012. Curtis is also a Compliance Associate responsible for oversight and auditing accounts to maintain adherence with state and federal regulations. Curtis resides in So Williamsport, PA with his wife and children.
Jacob J. Sekel
Financial Advisor
Call (570) 742-3903 (Option 6)
Jake’s journey in finance started during the 2008–09 recession, when he worked in retail banking and saw firsthand how uncertainty can shake people’s financial confidence. That experience lit a fire to do more than just manage accounts—it inspired him to help people build clear, practical plans for their money and their future.
A graduate of Marshall University in Sports Management and Marketing, with a Master’s in Communication from Edinboro University, Jake joined the team in 2015 after five years in banking and financial consultation. Today, he focuses on helping individuals and families simplify their finances, grow wealth, and make confident decisions that align with their goals.
Jake lives in Loyalsock Township with his wife, Ashley, and their two daughters. He’s a big believer in community—coaching youth sports and high school basketball, serving on his church’s finance committee, and supporting local organizations. When he’s not working with clients or on the sidelines, you’ll probably find him on the golf course or camping with his family at one of his kids’ sporting events.
Disclaimer: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a Registered Investment Adviser. Pinpoint Financial Solutions is under seperate ownership from any other named entity. Pinpoint Financial Solutions is not a subsidiary of nor controlled by Cetera Wealth Services, LLC. Not a deposit - Not NCUA insured - Not insured by any Federal Government Agency - Not guaranteed by the Credit Union. May go down in value.