Broker Check

Our Team, Our Values, Our Goals

Our Team

John F. Pearson, CPA

Financial Planner | Financial Services Executive | Investment Advisor Representative

(203) 658-1951

(203) 658-1999

jpearson1@barnumfg.com

John is a practicing Financial Advisor and Financial Services Executive with over 30 years of industry experience. John graduated from the University of Bridgeport in 1976 with a Bachelor of Science degree in accounting. He enjoys...
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Joseph F. Bogardus, CFP®, AIF®, ChFC®

Financial Planner | Financial Services Representative | Investment Advisor Representative

(203) 513-6383

jbogardus@barnumfg.com

Joseph is a CERTIFIED FINANCIAL PLANNER™ professional. A graduate of the University of Richmond, Joseph has a degree in finance and management. In his spare time, Joseph enjoys both watching and playing a variety of sports,...

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Michael D. Bogardus, CFP®, ChFC®, AIF®

Financial Planner | Financial Services Representative | Investment Advisor Representative

(203) 513-6375

mbogardus@barnumfg.com

Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael is a graduate of the University of Richmond where he earned a Bachelor of Science degree in business administration. Michael currently resides in Fairfield County,...

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Our Values

HERE IS WHAT WE VALUE IN FORMING OUR RELATIONSHIPS WITH CLIENTS.

  • Creativity: We feel our greatest strength is developing creative solutions for our clients college funding and other financial concerns.
  • Integrity: Our clients trust us, knowing that we place their interests above our own.
  • Education: We believe in the value of educating clients about how to navigate this complex financial world, so that together we can make common sense decisions, even in times of crisis.
  • Karma: We often offer our ideas and concepts without cost or obligation, offering workshops without cost, and speaking to groups of attorneys, CPA’s and other related fields. We continually find that generosity comes back to us tenfold.
  • Family: We feel strongly about helping newer generations prepare for an ever more complex life in the future. That’s why we concentrate on higher education… we feel helping families manage the cost of college ultimately helps our country be better equipped for tomorrow.

Our Goals

Customized Financial Strategies
Designed to Help Enrich Your Lives

Barnum Financial Group’s Center for College Planning was established in 2010. It was formed in response to the increasing affordability challenges of funding a college education that we observed amongst a large percentage of our client base.

We focus on the value of educating our clients and helping them find creative funding solutions for one of life’s largest and most necessary expenses, college education. To accomplish that, we utilize a multifaceted approach to support our clients through this portion of their life journey, helping to reduce the after-tax cost of college, while also maintaining the goal of a comfortable retirement and asset protection during this sensitive period.

The Barnum Financial Group’s Center for College Planning team speaks to groups of CPAs, financial aid administrators, college admissions officers, and financial planners around the country concerning the challenges of funding higher education. We in turn share our knowledge and experience when developing funding strategies for families that may need help minimizing the cost of college.

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