Certified Financial Planner (CFP®) Professional
Dallas/Fort Worth Area
- Current
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- Certified Financial Planner (CFP®) at Frisco Financial Planning
- Education
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- The American College
- University of Pennsylvania - The Wharton School
- College for Financial Planning
- The University of Texas at Austin - The Red McCombs School of Business
- Connections
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94
connections
- Industry
- Financial Services
- Websites
John Gay’s Summary
Experienced and credentialed financial planner with a unique "flat fee, pay as you go" business model. Client profile includes anyone except those who are over their head in debt or struggling to live on a budget.
John Gay’s Specialties:
Investment Consulting, Retirement Planning, Education/College Saving, Insurance Advice, Employee Benefit Consulting, and Employee Stock Option Analysis.
John Gay’s Experience
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Certified Financial Planner (CFP®)
Frisco Financial Planning
(Privately Held; Myself Only; Financial Services industry)
October 2004 — Present (4 years 10 months)
Frisco Financial Planning (FFP) is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen).
FFP offers advice on investments, insurance, education funding, employee benefits, and retirement and estate planning. We are unique in the following ways:
Christian Worldview: Our financial advice stems from a bible-based perspective through the lens of a Christian Worldview.
Certified: FFP's principal, John Gay, is a Certified Financial PlannerTM Professional and has knowledge and experience in all areas of personal finance.
No Sales Pressure: We receive no commissions or product-based compensation. Like doctors, CPAs, and attorneys, we are paid solely and directly by our clients.
Fiduciary: FFP is a fiduciary (a professional who is legally bound to serve the interests of his clients). Many financial providers are not fiduciaries.
John Gay’s Education
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The American College
CLU , Chartered Life Underwriter , 2000 — 2000
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University of Pennsylvania - The Wharton School
CEBS , Certified Employee Benefits Specialist Designation , 2000 — 2000
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College for Financial Planning
M.S. , Financial Planning , 1997 — 1999
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The University of Texas at Austin - The Red McCombs School of Business
1985 — 1989
Additional Information
John Gay’s Websites:
John Gay’s Groups:
Kingdom Advisors, National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)
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Link to Frisco, TX
John Gay’s Contact Settings
Interested In:
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
