Vice President, Financial Planning
Recognizing the transformation in the financial services industry as it evolved from transaction-based to holistic financial planning, Jeremy developed Barnum Financial Group’s initiative to provide comprehensive advice and innovative solutions to its clients. Today, as the Director of Financial Planning, he oversees a team of consultants who provide in-depth analysis and thoughtful creative strategies to help Barnum’s clients meet their personal short and long-term goals. He also consults with attorneys and accountants on complex cases on behalf of the firm’s clients.He and his team serve as a valuable resource to the firm’s advisors, providing insights and support in all areas of wealth management. Jeremy has developed the firm’s financial planning training curriculum and leads a number of educational programs each year. In addition, he is a noted speaker and topic expert in the areas of Social Security, advanced IRA strategies, and estate planning.
A life-long learner, Jeremy has earned numerous industry designations in areas key to the development of an effective financial plan. He is a Certified Financial Planner™ (CFP®), the recognized standard of excellence for competent and ethical personal financial planning. Jeremy also earned the Chartered Financial Consultant® (ChFC®), whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning. He is both a designated Chartered Advisor for Senior Living® (CASL®) which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth, as well as a Chartered Life Underwriter® (CLU®), the world’s most respected designation of expertise to meet the insurance needs of individuals, business owners and professional clients. Jeremy also holds his Life and Health Insurance license and Series 6, 7, 24, 63, and 65 securities registrations.