John Carrig of Gold Coast Financial Planning in Boca Raton / Financial Advisor in Boca Raton, Florida

Gold Coast Financial Planning is an independent, fee-only firm that provides financial planning and investment consulting services to individuals and small businesses. John Carrig,founding principal, is a Chartered Financial Analyst(CFA) and Certified Financial Planner (CFP)- less than 1% of financial planners hold both designations. John has been a part of the financial services industry for over thirty years, both in New York and London, U.K. He has served in various capacities including equity and fixed income trading, investment banking and global investor services. Prior to moving to Florida and establishing Gold Coast Financial Planning, he serviced Corporate and Public pension clients for JPMorgan as a portfolio valuation analyst.

Specialties

401K Consulting 403B Plans CFP ® College Planning Fee Only Fiduciary Independent Investment Advisor Investment Consulting IRA Retirement Planning
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