John F. Pearson
Financial Planner, Financial Services Executive at Barnum Financial Group
- Role
- Financial Advisor, Financial Services Representative at Barnum Financial Group
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About John F. Pearson
As a CPA* for almost 40 years, and a Financial Advisor for 31 of those years, I help…
Experience
Financial Advisor, Financial Services Representative
Jan 2006 — Present
I develop strategies to help my clients reduce their taxes, maintain and build wealth, and protect their assets. I focus on helping people with financial planning for their children\'s college education.At Barnum Financial Group, we are committed to providing financial education to our clients and the community. By empowering people with the knowledge to make informed financial decisions, we make life a little easier one family at a time. At Barnum Financial Group, we truly believe your life is our business.Barnum Financial Group provides a full range of investment and risk management products and services to over clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.Areas of focus include- Financial planning- Retirement planning- Risk management- Tax minimization strategies- Estate conservation- Special care and elder care planning- Career Specific Planning- Philanthropic planningSpecialtiesFinancial Planning, Wealth management, Higher Education, Social Initiatives
Skills
- Universal Life
- Retirement Benefits
- Health Insurance
- Tactical Asset Allocation
- Disability Income Insurance
- Estate Planning
- Whole Life
- Personal Financial Planning
- Asset Allocation
- Qualified Retirement Plans
- College Savings Plans
- Investment Advisory
- Life Insurance
- Retirement Planning
- Term Life Insurance
- Retirement Savings
- Dynamic Asset Allocation
- Public Speaking
- Long Term Care Insurance
- College Funding Strategies
- Global Tactical Asset Allocation
- Special Needs Trusts
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