Because Everyone Should Have A Financial Plan.

Ekenna Anya-Gafu, CFP®, AAMS®

Financial Wellness

For You and Your Loved Ones

  • One-On-One Sessions
  • Family-Focused Financial Wellness Workshops
  • Financial Literacy Assessments
  1. Accomplish Your GoalsWork with a Certified Financial Planner to demystify your finances
  2. Stay On TrackSchedule quarterly check-ins and ad-hoc reviews
  3. Life HappensTackle the highs and the lows of life and avoid emotional pitfalls
We Take Performance Seriously

FINRA Accredited Designations

  • Charted Financial Analyst - CFA
  • Certified Financial Planner - CFP
  • Accredited Investment Fiduciary - AIF
  • Certified Public Accountant - CPA
  • Accredited Asset Management Specialist - AAMS

Why Bay Street?

We are a performance-oriented team that understands how important it is to show up ready to win everyday.
Our numbers tell the story:

TRUSTED
100%

year-over-year client retention rate.

TWO-WAY LOYALTY
100%

year-over-year advisor retention rate

DEEP EXPERIENCE
14
YEARS

of experience providing advice to institutions