Gold Coast Financial Planning

Gold Coast Financial Planning (CRD# 126181) is a financial advisory firm headquartered in Boca Raton, FL. They manage $9,741,112 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $541,173
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Gold Coast Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan A. New
CRD#: 6010324
555 South Federal Highway, Suite 210, Boca Raton, FL 33432
90
Wealthminder
score

Jonathan New (CRD# 6010324) is an Investment Advisor Representative working at Gold Coast Financial Planning in Boca Raton, FL and has 1 year of experience in the finance industry. Jonathan New has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John P. Carrig
CRD#: 41611
20801 Biscayne Blvd, Suite 403, Aventura, FL 33180
86
Wealthminder
score

John Carrig (CRD# 41611) is an Investment Advisor Representative working at Gold Coast Financial Planning in Aventura, FL and has over 26 years of experience in the finance industry. John Carrig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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