Coughlin Financial Services was started in 2000 to offer financial planning and investment management services to clients in Westchester.
John Coughlin began his career in financial services in the family insurance business in 1981.
He soon moved into financial planning and investments, working at Shearson Lehman Brothers, Oppenheimer & Co., and Donaldson Lufkin Jenrette before starting CFS in Larchmont in 2000.
John is a Certified Financial
Planner, Registered Life Planner and a Chartered Advisor for Senior Living.
He has substaintial training and experience working with clients going through various forms of transitions.