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Dennis Coughlin co-founded CoughlinGiambrone 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.
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 clarity as you near retirement.
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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.