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John Gay (CEBS, CFP®, CKA®, MSPFP)

John Gay focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Many of my clients are Christian believers and I help them integrate their Christian faith and worldview with their finances.

Not you?  That's okay, all of my advice is equally effective regardless of your faith or background and I only delve into spirtual aspects of money and stewardship if that is your desire.

 

Additional Information

John Gay is a Certified Financial Planner in Frisco, Texas who has been advising individuals on financial planning issues for over twenty-seven years.

He began his career as an actuary and benefits consultant with a global firm of consultants and financial planners in Dallas, Texas. There, he advised Fortune 500 executives on qualified plans, deferred compensation, stock options and investments.

John has also created, implemented, and monitored financial plans and investment portfolios for private clients of a nationally recognized brokerage firm.

Degrees, Certifications, Awards

NAPFA Start Date

October 15, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Virtual Appointment Frisco, TX 75034 Phone: (469) 248-6237
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