I am a CERTIFIED FINANCIAL PLANNER™ professional and offer comprehensive financial planning to individuals and small corporations. I focus my practice on working with athletes, entertainment industry professionals, physicians, dental professional and other high net worth individuals. Our advanced planning strategies and unique tax efficient models create a a new way of planning for your retirement. From estate planning, to business succession planning there is no scenario too complex for our firm.
I graduated from Fairfield University in 2006 with a BS in Computer Science and Mathematics, where I also competed on the diving team for all four years. I received my Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania in 2012, attended a program at the Harvard School of business for investment management and portfolio construction in 2017, and most recently completed a Program at Columbia University in 2022 for Hollistic Financial Planning. In 2016 I obtained my CLU, ChFC, and most notably my CFP designations from the American College of Financial Services.
I devote a large amount of my time to my family, my community, charity, and service above self organizations. I serve as the Past President of the Rotary Club of the Caldwells, past Chairman of the Caldwell Street Fair, and I serve on the board of the directors for the Dominican Republic Relief Organziation, which are all recognized 501(c)(3) charities. I have also been an active participant in the Big Brother Big Sister program for over ten years.
I have built my life and my practice around helping others on an every day basis with honesty and integrity which I believe has proven to be an integral role in my career.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Barrett Financial Solutions LLC l is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.