Financial Planner | Financial Services Executive | Investment Advisor Representative
Financial Planner | Financial Services Representative | Investment Advisor Representative
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,...
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,...
Client Associate Coordinator
Client Service Associate
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.