John Gay, CFP®

I'm a Certified Financial Planner™ professional in Frisco, Texas. I've been advising individuals on financial planning issues for more than twenty-five 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 recognized brokerage firm.

Degrees and Certifications

Awards and Press

  • Best Financial Planners in Dallas-Fort Worth, D Magazine, every edition of the list since 2006.
  • 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, Lifehacker, and Financial Advisor Magazine

Clients Include

  • Christian believers and non-Christians from all walks of life
  • Executive team of a nationally recognized not-for-profit organization
  • Superintendent of a prominent north Texas school district
  • Doctors, dentists, and attorneys
  • Pastors and missionaries
  • 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