Dennis D. Coughlin, CFP, AIF

Dennis D. Coughlin, CFP, AIF

Partner, CG Capital

Dennis Coughlin co-founded CG Capital with Christopher C. Giambrone in 1999. Their initiative is based on the desire to give individuals, families and business owners access to the most important aspect of financial advice: planning for tomorrow, including investment and risk management strategies and a retirement, business and legacy plan. Dennis graduated from the State University of New York with a degree in finance that included a concentration in accounting. He later attended Wharton School of Finance at the University of Pennsylvania, earning a certificate in retirement planning. He has also studied Modern Portfolio Theory at the Harvard Faculty Club. In addition, he completed a Medicaid Practice Program facilitated by Medicaid Practice Systems.

Dennis holds the CERTIFIED FINANCIAL PLANNER™ certificate, the Accredited Investment Fiduciary® (AIF®) designation and FINRA Series 6, 7, 63, and 65 securities registrations, as well as his life, accident, and health insurance licences.

Office: 315.765.6032 | Fax: 315.765.6029 | E-mail: dennis@mycgcapital.com | Website: www.mycgcapital.com

3 Exercises Help Reluctant-to-Retire Folks Know When to Say When
An older businessman.
happy retirement

3 Exercises Help Reluctant-to-Retire Folks Know When to Say When

Transitioning into retirement isn’t easy for everyone — especially entrepreneurs — but these three planning exercises can help clarify what you want o…
June 8, 2021
What Does the Upcoming Election Mean to Your Investments?
investing

What Does the Upcoming Election Mean to Your Investments?

For smart investors, the surprising answer may be very little. Here’s why, and what you should do (and not do) as election season heats up.
September 11, 2020
What is WRONG with Your Financial Planning 'Picture'?
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Financial Planning

What is WRONG with Your Financial Planning 'Picture'?

For a revealing reality check, take your finances and turn them into a one-page visual representation. This exercise could bring you some much-needed …
September 16, 2019
Before You Retire, Consider an Internship
retirement

Before You Retire, Consider an Internship

The traditional idea of retirement very well may not be for you. To find out, do a "retirement internship" years before you jump into anything.
May 17, 2019