About Opulent Itinerary
We understand that managing your financial future is about more than just numbers. It's about turning dreams into reality. That's why we offer bookkeeping services and comprehensive financial planning tailored to meet the unique needs of each client. We are dedicated to providing expert advice and personalized strategies to help you achieve your financial goals.
Our Vision
Our vision is to empower individuals and business owners to make informed decisions about their finances, and to help them achieve financial security and peace of mind.
Our Story
Opulent Itinerary is dedicated to helping individuals and business owners gain financial clarity, control, and growth. Our approach provides clear financial insights that empower better decisions, improved cashflow, and increased personal net worth. Helping you to achieve your personal financial outcomes and business goals.
Our Community
At Opulent Itinerary, we believe that a strong community is essential to financial success. That's why we are committed to building relationships with our clients and helping them connect with other like-minded individuals.
Lets Work Together
60 min | Free Consultation
Meet James (Jay)
With over 25 years of experience in the insurance and financial services marketplace, Jay Hunt is a trusted advisor dedicated to helping individuals and families build and preserve generational wealth through disciplined investing in the U.S. and global stock markets.
Jay was a key member of the pilot team for Charles Schwab’s Investment Portfolio Advice Services, where he helped roll out client-focused, investment portfolio guidance rooted in risk, return, and diversification. As a Subject Matter Expert in Harry Markowitz’s Modern Portfolio Theory, he brings a deep understanding of risk mitigation, asset allocation, and long-term portfolio growth uniquely designed for each client.
Jay holds dual bachelor’s degrees in Accounting from Appalachian State University and Finance from the University of North Carolina at Greensboro, as well as a Master’s Degree in Information Systems from the University of Phoenix—a combination that uniquely positions him at the intersection of finance, technology, and strategic insight.
Beyond his professional accomplishments, Jay is deeply committed to faith, leadership, and service. He is a member of Eagles Nest Church in Roswell, Georgia, and a Life Member of Kappa Alpha Psi Fraternity, Inc., where he continues to embody the values of achievement, community, and brotherhood.
Driven by purpose and guided by principle, Jay is passionate about empowering others to achieve financial freedom and create lasting legacies.
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