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Clu Jonathan Barrett Cfp Chfc Ricp
Clu Jonathan Barrett Cfp Chfc Ricp
Adjunct Professor Of Finance | Barrett Financial Solutions
Woodbridge Township, New Jersey, United States
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.
Clu Jonathan Barrett Cfp Chfc Ricp
Work Experience
Adjunct Professor Of Finance at
Seton Hall University
September 2021 - Present
Founder, CEO and Managing Partner at
Barrett Financial Solutions
October 2019 - Present
Vice President, Retirement Planning Specialist at
Equitable
July 2008 - Present
Partner at
Ascendancy Wealth Management LLC
January 2015 - September 2019
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
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
****************@shu.edu
****************@equitable.com