Carl Coolidge, AIF®, C(k)P®

Carl Coolidge, AIF®, C(k)P®

FInancial Life Advisor, Managing Partner

Domicile State: GA

Carl is a founding and managing partner at Jacobs, Coolidge & Company. He graduated from Georgia Southern University with a bachelor’s degree in business administration and brings more than 20 years of experience in finance to his role. On the team, Carl works with individuals, business owners, medical professionals, and qualified plan participants on planning strategies to protect their income, build assets through proper allocation and planning, enjoy a comfortable retirement lifestyle, and leave the legacy they desire. He holds the Accredited Investment Fiduciary (AIF®) and Certified 401k Professional (C(k)P®) designations.

Outside of the office, Carl is active with the Retirement Advisor University and ASPPA,  as well as with the Southeast Georgia Health System Foundation and the United Way of Coastal Georgia, of which he is a member of the board. In addition, Carl is a former board member of the Chamber of Commerce and past graduate and instructor of the Leadership Glynn program. 

Phone 912-265-2876
Fax 912-264-2127
Mobile Phone 912-269-7071