Gay cfp

Franklin Gay (CFP®, EA)

Additional Information

Franklin Gay, CFP®, EA serves as a Wealth Advisor. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification and completed the testing requirements to develop an Enrolled Intermediary with the Internal Revenue Service. As an Enrolled Representative, he earns the privilege to symbolize clients before the IRS. These credentials create a powerful foundation in financial planning and taxation that allow Franklin to help clients across various planning areas.

Before joining Tobias Financial Advisors, Franklin worked in a boutique wealth organization and financial planning firm in which he assisted the principal of the firm in developing financial plans for over 120 clients in 14 states. The firm is a comprehensive fee-only firm that handles all aspects of the financial planning process, but specializes in tax preparation, filing, and planning. Most notably during his time with his previous employer, Franklin transitioned their use of Microsoft Excel spreadsheets to a new financial software that modeled out portfolios based on extensive investigate to create ideal risk return profiles. This updated process was lauded by clients and prospect

Franklin Gay

Franklin “Franko” Gay, CFP®, EA joined Tobias Financial Advisors in 2020 and serves as a Wealth Advisor. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification as well as completed the testing requirements to become an Enrolled Agent with the Internal Revenue Service giving him the privilege to illustrate clients before the IRS. These credentials create a strong foundation in financial planning and taxation that allow Franko to support clients across various planning areas. 

Franko takes great pleasure in working with a diverse range of clients, including business owners, executives, pilots, and real estate professionals. With a infatuation for understanding their one-of-a-kind needs and goals, Franko strives to provide tailored financial strategies and solutions that align with their specific circumstances to serve them achieve long-term success. 

Born and raised in Primary Florida, Franko is a proud alumnus of the University of Central Florida from which he graduated summa cum laude with a bachelor’s degree in finance. While pursuing his degree, Franklin also concurrently attended Bryant University’s financial planning certificate program. Entity an avi

Raymond Gay, CFP®, AIF®, CPFA® First Vice President - Investments

Ray connected the Staunton and Harrisonburg offices of Davenport in September 2021 and has more than 15 years of finance industry encounter. Prior to joining the firm, Ray worked at Fiduciary Wealth Management for over two years and was a Vice President of Investment Analysis & Education at Rogers Financial for 10 years.

Working closely with Staunton Financial Advisor, Sarah Fowler, Ray utilizes his financial planning and investment management experience to develop and manage personalized strategies for individuals and families to help them address their goals and objectives. Ray believes that the same level of investment fiduciary support that has typically been reserved for institutions is needed for individual investors as well.

Ray has a demonstrated history of developing investment and planning strategies for retirement plan sponsors and individuals. He supports retirement plan sponsors by serving as the independent, investment fiduciary with the selection and monitoring of the investments while also active directly with participants so they will have access to a trusted pa

I'm a Certified Financial Planner™ professional in Frisco, Texas. I've been advising individuals on financial planning issues for more than thirty years.

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

I have also created, implemented, and monitored financial plans and investment portfolios for private clients of a nationally established brokerage firm.

Degrees, Certifications, and Affiliations

Clients Include

  • Christian believers and non-Christians from all walks of life
  • Commercial airline pilots with Southwest Airlines and American Airlines
  • Doctors, dentists, and attorneys
  • Managing partner for a national benefits consulting firm
  • Executives and employees of Cisco Systems, Ericsson, JC Penney, Capital One, Walt Disney, Texas Instruments, EDS, Boeing, Frito-Lay, ClubCorp, Michelin, Dell, and more
  • Retirees, corporate executives, self-employed individuals, and more

Personal

Источник: https://ffplan.com/john-gay/

gay cfp

I'm John Gay, CFP® and I run Frisco Financial Planning LLC (FFP), an all-virtual online financial planning solid and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen). I work clients locally, throughout Texas, and across the U.S.

If you are newly retired or within ten years of retirement, we can partner together to produce and implement a compact retirement plan for your future.

I collaborate with clients on investments, retirement planning, charitable giving and stewardship, education funding, employee benefits, insurance, and estate planning, and most other planning topics related to personal finance (I don't organize or file tax returns, practice law, or offer insurance but I'll assist you cover those bases).

My financial planning practice is unique in the obeying ways:

  • Christian Worldview
  • Fiduciary
  • Certified
  • Fee-only
  • Solo Planner
  • Virtual Practice

Christian Worldview: My financial counsel stems from a bible-based perspective through the lens of a Christian Worldview. If you are a Christian believer and you want to integrate your finances with your faith, you have come to the right place.

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