CG
CFP
CG
CFP

Colleen Marie Giffin

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

596 Byars Dr., Macon, GA, 31210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Colleen is a chapter board member for the Knoxville Chapter Accounting & Financial Women's Alliance and a contractor providing accounting and bookkeeping services for N A Jones & Associates. Both activities take a few hours per week.

Employment History
Current Registrations
Belpointe Asset Management LLC
September 2016 - Present · 9 yrs 5 mos
Beall Financial Planning, INC.
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Beall Financial Planning, INC.
April 2003 - December 2023 · 20 yrs 8 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.