John is a CERTIFIED FINANCIAL PLANNERTM professional, with more than 35 years of experience helping people to achieve their personal and financial goals. As a life member of the Million Dollar Round Table, John ranks among the top one percent of financial professionals worldwide.
As a Financial Services Representative and Financial Planner with Barnum Financial Group. John offers comprehensive financial planning and investment management services to individuals and families who want to preserve and grow their assets. He helps his clients identify their goals, plan for retirement, grow and protect wealth, lower tax liabilities, identify insurance needs, and assists with their estate planning needs. He provides financial strategies that are carefully tailored to each client’s goals, values and tolerance for risk.
John concentrates on the investment needs of his clients. He has access to a number of money managers and utilizes those best suited to serve the financial objectives of his clients.
As a Representative, John offers a broad array of investment and insurance products, including life insurance, annuities, disability income insurance, and long-term care insurance. He proposes an appropriate financial strategy only after taking the time to understand each client’s situation, goals and needs. He strives to determine what is important to each client, what they have accomplished and what they hope to achieve in the future.
John leads a team of financial professionals and also works closely with his clients’ attorneys and accountants, in order to provide comprehensive financial planning.
After earning a bachelor’s degree in engineering sciences from Brigham Young University in 1977, John earned his Chartered Life Underwriter® designation in 1983 and his Chartered Financial Consultant® designation in 1984 from The American College. He added the prestigious CFP® certification in 2004.
John and his wife Nancy live in Fairfield and have three children.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Insurance Lic # 0G67486