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

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

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Introduction
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Overview

Hired 2 times

Background checked

1 employee

17 years in business

Business hours

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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Projects and media

8 photos

Projects and media

8 photos

Reviews

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

5.0

2 reviews

5
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4
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pro avatar
Stacey H.
Jul 22, 2020
·

Hired on Thumbtack

Hired on Thumbtack

Jonathan provided a wealth of information about my situation. I appreciated his straight-forward demeanor. Very professional!
Personal Financial Planning
pro avatar
Janice C.
Jun 16, 2021
·

Hired on Thumbtack

Hired on Thumbtack

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.
Personal Financial Planning
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.