John Gay CFP

jgheadJohn is a Certified Financial Planner in Frisco, Texas who has been advising individuals on financial planning issues for over seventeen 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 comprehensive financial plans and investment portfolios for private clients of a nationally recognized brokerage firm.

Degrees and Certifications

Awards and Press

  • Best Financial Planners in Dallas-Fort Worth, D Magazine, Dec. 2006, Jan. 2009,
    Oct. 2010, Nov. 2012, and Dec. 2013 issues.
  • Five Star Wealth Manager, Texas Monthly Magazine, 2011, 2012
  • Reader’s Choice Award, September 2011 Frisco Enterprise Newspaper
  • Featured in the Wall Street Journal, Newsweek, Business Week, Kiplinger’s Personal Finance, Investment News, and Financial Advisor Magazine

Clients Include

  • Executive team of a nationally recognized not-for-profit organization
  • Superintendent of a prominent north Texas school district
  • Doctors, dentists, and attorneys
  • Managing partner for a national benefits consulting firm
  • Police officers, firefighters, and paramedics
  • 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

 

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