Carl Coolidge, AIF®, C(k)P®

Carl Coolidge, AIF®, C(k)P®

Founding Partner

Domicile State: GA
Phone: 912-265-2876
Fax: 912-264-2127
Mobile Phone: 912-269-7071
E-mail:
 

Carl is a founding partner at Jacobs, Coolidge & Company, LLC, practicing in the South Georgia area since 1997, after graduating from Georgia Southern University with a Bachelor of Business Administration, with an emphasis in finance. Carl is constantly focused on professional development and education. He earned the Accredited Investment Fiduciary designation (AIF®) in 2005 from the Center for Fiduciary Studies and received his Certified 401k Professional designation (C(k)P®) in 2012 from The Retirement Advisor University (TRAU) in collaboration with the UCLA Anderson School of Management.

As an advisor, Carl works with individuals, business owners, medical professionals and qualified plan participants on planning strategies to protect their income, build assets through proper asset allocation, enjoy a comfortable retirement lifestyle and leave the legacy that they desire.

He is active in community and professional organizations including ASPPA, The Retirement Advisor University (TRAU) and serves as a Board member for the Southeast Georgia Health System Foundation. He is also a past graduate and instructor of Leadership Glynn and a former board member of the Chamber of Commerce.

 

* I obtained the Accredited Investment Fiduciary designation to improve my understanding of those who hold fiduciary roles.