Carl Coolidge, AIF®, C(k)P®, CPFA®

FInancial Life Advisor, Managing Partner
  • P 912.265.2876 – Brunswick
  • P 912.354.5443 – Savannah
  • P 904.998.7300 – Jacksonville
  • C 912.269.7071

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 25 years of experience in finance to his role. On the team, Carl works with individuals, business owners, medical professionals, and qualified plan participants on financial planning strategies that strive to protect their income, build assets through proper allocation and planning, enjoy a comfortable retirement lifestyle, and leave the legacy they desire.

Outside of the office, Carl is active with the Retirement Advisor University and serves on the boards of the Southeast Georgia Health System Foundation, the Georgia Southern University Parker School of Business, and Chair of the United Way of Coastal Georgia. In addition, Carl is a former board member of the Chamber of Commerce and past graduate and instructor of the Leadership Glynn program. 

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