John Gay, CFP®John has been advising individuals on financial planning issues for
over fifteen years. He began his career as an actuary and benefits consultant with a global consulting firm. There, he advised
Fortune 500 executives on qualified plans, deferred compensation, stock options and investments. John has also created, implemented, and monitored comprehensive financial plans and investment portfolios for private clients of a nationally recognized brokerage firm.
John holds the following degrees and certifications:- Master of Science, Financial Planning
- Bachelor of Business Administration
- Certified Financial Planner™ (CFP®) Designation
- Certified Employee Benefits Specialist (CEBS) Designation
- Chartered Life Underwriter (CLU) Designation
Clients include:- Executive Team of a Nationally Recognized Not-For-Profit Organization
- Superintendent of a Prominent North Texas School District
- Broadcast Personalities
- Doctors, Dentists, and Attorneys
- Managing Partner for a National Benefits Consulting Firm
- City of Frisco Police Officer, City of Richardson Paramedic
- Pastors and Missionaries
- Executives and Employees of Cisco Systems, Ericsson,
JC Penney, Capital One, U.S. Postal Service, Walt Disney,
Texas Instruments, EDS, Boeing, Frito-Lay, ClubCorp, Michelin, and The Frisco Roughriders (and more) - Retirees, Corporate Executives, Self-Employed Individuals, and more
John has contributed to articles in:- The Wall Street Journal
- Newsweek
- BusinessWeek
- Kiplinger's Personal Finance
- Investment News
- Financial Advisor Magazine
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