Colleen Marie Giffin

Employer firm

Beall Financial Planning, Inc. CRD 125697

$23.0M regulatory AUM 86 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  Beall Financial Planning, Inc.
  Macon, GA
• 09/2016 → Present
  Belpointe Asset Management, Llc
  Greenwich, CT
• 03/2013 → 02/2017
  Zeiders Enterprise, Inc.
  Woodbridge, VA

Previous Registrations

• 2003-04-02 → 2023-12-31
  Beall Financial Planning, Inc.
  Macon, GA

Other Businesses

1.) KNOXVILLE CHAPTER ACCOUNTING & FINANCIAL WOMENS ALLIANCE, NON INVESTMENT RELATED, 2365 HARRODSBURGE RD STE A325 LEXINGTON, KY 40504, ACCOUNTING & FINANCE, CHAPTER BOARD MEMBER, MEMBER, 1/1/2021, 6-8 HOURS PER MONTH. VARIES DURING SECURITY TRADING HOURS, CHAPTER BOARD MEMBER FOR ACCOUNTING & FINANCE WOMENS ALLIANCE. 2.) N A JONES & ASSOCIATES. NON INVESTMENT RELATED, 3312 NORTHSIDE DR, BLD A 140 MACON, GEORGIA, BOOKKEEPING REVIEW/CONSULATATION, CONTRACTOR, 1/1/2021, 6-8 HOURS PER MONTH, VARIES DURING SECURITY TRADING HOURS, ACCOUNTING & BOOKEEPING SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-06

Designations

• Certified Financial Planner

Other Names

• Colleen Marie Massey
• Colleen Marie Massey Giffin