In addition to providing general practitioner support to clients, my area of focus is Comprehensive Financial Planning coordinated with Investment and Insurance Planning. I hold the AIF®, Accredited Investment Fiduciary designation issued by the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company.I am also a Behavioral Financial Advisor, BFA™ issued by Kaplan Financial Education. As a Financial Planner and Investment Advisor Representative with the Barnum Financial Group, I work to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being. Utilizing my knowledge of tax and investment strategies, insurance, pension plans, and real estate, I offer professional guidance and strategies to meet individual and group needs. With understanding, knowledge and compassion, I help families develop and implement a comprehensive financial plan to help them meet their various objectives. Qualifications:Series 7, 6, 63 and 65 Security Registration.Licensed to sell Life, Accident and Health InsuranceI am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000
Listed skills include Sales Process, Business To Business Sales Experience, Series 6 Security Registration, Customer Service, and 5 others.