Jonathan Barrett CLU, ChFC, CFP
It’s free with no obligation to hire
Hired 2 times
12 years in business
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Personal Financial Planning
Jonathan provided a wealth of information about my situation. I appreciated his straight-forward demeanor. Very professional!Jul 22, 2020Verified
- 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.