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Clu Jonathan Barrett Cfp Chfc Ricp

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Clu Jonathan Barrett Cfp Chfc Ricp

Adjunct Professor Of Finance | Barrett Financial Solutions

Woodbridge Township, New Jersey, United States

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Clu Jonathan Barrett Cfp Chfc Ricp

Summary

Clu Jonathan Barrett is a seasoned financial professional with a focus on serving high-net-worth individuals, including professional athletes and artists. As the CEO of Barrett Financial Solutions, he leads a firm dedicated to providing tailored financial strategies that encompass wealth accumulation, protection, and distribution. His extensive academic background includes degrees from prestigious institutions such as Columbia University and Harvard Business School, enhancing his expertise in finance and investment management. In addition to his leadership role, he is an adjunct professor at Seton Hall University, where he shares his knowledge with aspiring finance professionals. Jonathan's commitment to ethical financial practices is evident in his role at Equitable Advisors, where he oversees the development of new financial advisors. His multifaceted experience in both teaching and practical financial management makes him a valuable asset in the financial services industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Clu Jonathan Barrett Cfp Chfc Ricp

Work Experience

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Adjunct Professor Of Finance at

Seton Hall University

September 2021 - Present

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Founder, CEO and Managing Partner at

Barrett Financial Solutions

October 2019 - Present

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Vice President, Retirement Planning Specialist at

Equitable

July 2008 - Present

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Partner at

Ascendancy Wealth Management LLC

January 2015 - September 2019

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Clu Jonathan Barrett Cfp Chfc Ricp

Education

Columbia University in the City of New York, Holistic Financial Coach Program

January 2021 - January 2022

Harvard Business School, Investment Management And Portfolio Construction

January 2015 - January 2016

Wharton School, University of Pennsylvania, Retirement Planning

January 2011 - January 2012

Fairfield University, Bs

January 2002 - January 2006

Profesional Disclosures, Retirement Planning Specialist

January 2001 - January 2001

Frequently Asked Questions about Clu Jonathan Barrett Cfp Chfc Ricp

What is Clu Jonathan Barrett Cfp Chfc Ricp email address?

Clu Jonathan Barrett Cfp Chfc Ricp's primary email address is ****************@shu.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Clu Jonathan Barrett Cfp Chfc Ricp work for?

Clu Jonathan Barrett Cfp Chfc Ricp is a Adjunct Professor Of Finance at Barrett Financial Solutions, a company specializing in Amusement & recreation, nec.

Where Clu Jonathan Barrett Cfp Chfc Ricp graduated from?

Clu Jonathan Barrett Cfp Chfc Ricp holds a degree in Finance And Financial Management Services from Columbia University in the City of New York.

How can I directly contact Clu Jonathan Barrett Cfp Chfc Ricp?

To contact Clu Jonathan Barrett Cfp Chfc Ricp directly, you can use the email address ****************@shu.edu. Complete contact information is available upon registration with Muraena.

Who is Clu Jonathan Barrett Cfp Chfc Ricp?

Clu Jonathan Barrett is a seasoned financial professional with a focus on serving high-net-worth individuals, including professional athletes and artists. As the CEO of Barrett Financial Solutions, he leads a firm dedicated to providing tailored financial strategies that encompass wealth accumulation, protection, and distribution. His extensive academic background includes degrees from prestigious institutions such as Columbia University and Harvard Business School, enhancing his expertise in finance and investment management. In addition to his leadership role, he is an adjunct professor at Seton Hall University, where he shares his knowledge with aspiring finance professionals. Jonathan's commitment to ethical financial practices is evident in his role at Equitable Advisors, where he oversees the development of new financial advisors. His multifaceted experience in both teaching and practical financial management makes him a valuable asset in the financial services industry.

Clu`s contact details

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****************@shu.edu

****************@equitable.com

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