John Cooney, CFP®, EA Green and Gold Financial Planning

About John Cooney, CFP®, EA, MBA

Hello, my name is John Cooney and I am the founder and owner of Green and Gold Financial Planning, a fee-only financial planning firm located in Middleboro, Massachusetts. Since I was young, I have always been fascinated with money, saving, and investing. As I got older, I was excited to learn that there is a whole career field centered around helping people define their financial goals and working together on a plan to help them live the financial lives they want and deserve. This realization led me in 2017 to switch careers and start my own firm so I could turn my passion into a career of helping others.

After graduating from the United States Military Academy in 1998, I served as an Active Duty Armor Officer for 5 and ½ years, including overseas tours to Korea, Bosnia-Herzegovina, and Iraq. Since 2006, I have served in the Army Reserves as a Civil Affairs Officer and enjoyed deployments to Afghanistan, the Horn of Africa, and Kuwait and I continue to serve in the Army Reserves today.

It is my military background that has led me to focus my services on those clients who are currently serving or have served in the past. My experience with programs such as the Thrift Savings Plan, the Blended Retirement System, the Savings Deposit Program is not only professional but personal as well. Having served on Active Duty and as a Reservist, I understand the financial issues and benefits that are involved with military service. I bring a unique perspective to those service members in the National Guard and Reserve and understand the financial decisions that have to be made when juggling a civilian and military career. Most importantly, I’ve lived the life of a service member and wish that when I was a new Second Lieutenant, I knew then what I know now and that is at the heart of what I am trying to do as a financial planner. I am trying to pass on not only what I know as a financial professional, but how I can translate that expertise into the world of a service member, veteran, and their families.

In addition to being a Certified Financial Planner ®, I am also an Enrolled Agent, an IRS designation that allows me to represent tax-payers in front of the IRS. I am a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association of Massachusetts, the Military Financial Advisors Association, and XY Planning Network. I am an active volunteer with both NAPFA and the FPA in offering Pro Bono services to service members and disabled veterans. When not working or on Drill Weekend, I enjoy traveling and spending quality time with my wife, Erin.

Read John’s blog here: https://www.greenandgoldfinancial.com/blog

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Ideal Clients

  • Government Employees
  • Military & Veterans
  • Tax Planning

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $150+/hr
  • AUM: 1.00%

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