Jeremy leads a team that develops personalized financial plans and innovative solutions to meet the needs of Barnum Financial Group’s clients in all areas of wealth management. Jeremy holds credentials in areas including the financial needs of seniors and is a Chartered Financial Consultant®, a Certified Financial Planner® Professional, a Chartered Life Underwriter® and a Chartered Advisor for Senior Living®. In addition, he is a noted speaker and topic resource in the areas of Social Security, advanced IRA strategies, and estate planning. He earned a degree in economics from the University of Connecticut and a Masters in Financial Planning from the American College.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.