CONNECT

Address:

4700 NW 2nd Ave #301
Boca Raton, FL 33431

Phone:

(561) 750-6759

Fax/Other:

(561) 431-0540

Gold Coast Financial Planning

Helping you Realizeand Preserve the Good Life

John Carrig, CFA®, CFP®,is the founding principal of Gold Coast Financial Planning, an independent financial planning and investment advisory firm. The firm provides fee-only financial planning services and investment advice to individuals and families from all walks of life and income levels.

  • As a Certified Financial Planner™ (CFP®) professional and Member of the Financial Planning Association (FPA), John is committed to championing the Six-Step Financial Planning Process as outlined by the CFP Board of Standards. He believes everyone can and should benefit from professional, unbiased financial planning and advice, not just those who are wealthy.
  • As a Chartered Financial Analyst (CFA®), John stands on years of analytical experience coupled with the rigorous education and examination in investment counseling and management, as proffered by the CFA Institute (formerly the Association for Investment Management and Research).
  • As a fee-only planner, John is committed to objectivity and independence. He works solely for his clients. He does not sell products nor does he receive any commissions or third-party referral fees. This allows clients to receive objective financial planning advice, without conflicts of interest regarding compensation.
  • As a Member of The Garrett Planning Network, Inc. (GPN), John is committed to providing objective, affordable advice to people from all walks of life and income levels. Services are offered on either an hourly-as-needed or ongoing retainer basis – whichever is more appropriate for the client. An estimate of fees is given to all clients before committing to any services.


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.

For many years, family, friends and colleagues have been asking John’s advice about personal financial matters, including retirement choices, investment options in their 401(k) plans, employee benefit decisions, long-term care for their parents and first-time home buyer concerns. The satisfaction of helping others led John to providing advice to individuals and families on a private consulting basis for the past severalyears. Transitioning from a rewarding corporate career to personal financial planning has allowed John to fulfill two very important goals: Enjoy the comfortable lifestyle of the Florida coast and establish an independent financial planning practice.

To enhance his independent fee-only practice, John joined The Garrett Planning Network (GPN), a nationwide network of fee-only financial planners with a common goal: To provide professional, unbiased financial planning and advice to people from all walks of life. Other professional memberships include:

  • CFA Institute - formerly Association for Investment Management and Research
  • CFA Society of South Florida (CFASFL)
  • CFA Miami
  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA) – active in Broward County local chapter

Reasons to contact John:

1) His hourly-as-needed structure, allows people from all walks of life, regardless of their income levels, to receive the same type of quality, fee-only advice and professional financial planning services once available only to the affluent.

2) You will know what to expect and what it costs before committing for any services. Clients elect the level of service that’s right for them: hourly-as-needed or ongoing retainer services.

3) There are no hidden agendas or fees. All advice is rendered commission-free. There are no long-term contracts to sign, nor are you required to turn over your assets for management.

4) John has the experience, expertise and resources to meet your needs. From the most basic financial question to the most sophisticated financial plan, John’s 30 years of experience, targeted education and professional credentials give him uncommon depth and perspective on which to stand.

John offers a complimentary, no-obligation “Get Acquainted” meeting to determine if your needs and his services are a good match. If you live outside of the Gold Coast area, John would be happy to work with you “virtually” via email, the telephone and web conferences. Simply call or email John for an appointment.