Jay Torgerson, CPA, CFP®

Jay Torgerson is a seasoned financial professional and the owner of Cross Financial Management, a firm he co-founded in 2003 alongside Mathew Whiteaker. He holds a Bachelor's degree in Communication and Religion from Pacific Lutheran University and a Master's of Accounting from Kaplan University. Torgerson is also a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA), having earned his CPA license in 2015 after completing all necessary requirements.14

Professional Background

• Career Path: Before establishing Cross Financial Management, Torgerson worked as a financial advisor with Edward Jones, where he built a successful practice. His firm focuses on providing comprehensive financial consulting services to clients across the United States.12
• Certifications: He has numerous registrations with LPL Financial, including Series 7, 24, 53, 63, and 66, which enable him to offer a wide range of financial services.12

Community Involvement

Torgerson is actively engaged in philanthropy, sponsoring various local organizations such as Cedar Mill Little League and the Children’s Cancer Association. His commitment to community service reflects the values of Cross Financial Management, which emphasizes ethical practices and client care.12

Personal Life

Residing in Beaverton, Oregon, Torgerson is married and has three children. His personal background and professional ethos contribute to his approach in managing client relationships and fostering community connections.13