Jonathan Barrett CFP®, CLU®, ChFC®, RICP®
Jonathan Barrett CFP®, CLU®, ChFC®, RICP®

Jonathan Barrett CFP®, CLU®, ChFC®, RICP®

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

Responds in about 34 min

Introduction: Putting a hold on this profile for further review
Overview

Hired 2 times

Serves Woodbridge, NJ

Background checked

1 employee

13 years in business

Featured Projects

8 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

5.0

2 reviews

5
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Janice C.

Personal Financial Planning

I highly recommend Jonathan and his team. I've been working with them for several years now. They are consistent and have my best interest in mind, ensuring I have realistic goals.
Jun 17, 2021
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Verified
Stacey H.

Personal Financial Planning

Jonathan provided a wealth of information about my situation. I appreciated his straight-forward demeanor. Very professional!
Jul 22, 2020
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Verified
Credentials
Background Check

Jonathan Barrett

FAQs

  • What is your typical process for working with a new customer?

    Our initial meeting will be a virtual planning/conference call meeting. After an initial discovery if we are right for each other, we can either elect to move forward through virtual planning or face to face meetings.

  • What education and/or training do you have that relates to your work?

    Series 7, Series 66, Series 24, Life and Health Licenses Fairfield University - Bachelor's Degree Mathematics - 2006 Wharton School of Business - Certification Retirement Planning Specialist - 2012 Harvard School of Business - Certification Investment Management - 2016 American College - Charter Life Underwriter Designation - 2016 American College - Charter Financial Consultant - 2016 Certified Financial Planner Board of Standards - CERTIFIED FINANCIAL PLANNER professional designation - 2017

  • What types of customers have you worked with?

    I work with individuals and closely held business as a financial coach.

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