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Yyyyyy x. yyyyyy

30 Blue Hill Road Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx


Executive Profile


Driven, focused and dynamic Wealth Management Principal with over 10 years of impressive, noteworthy experience in the wealth management services sector. Skilled in all aspects of financial planning with clients at all levels; use excellent needs assessment skills to tend to each client s respective circumstances and aid them in attaining their goals. Demonstrated finance acumen as a result of combined academic and practical background. Adept in developing lasting, trust-based client relationships that drive revenue and lead to referral business. Also a Certified Financial Planner (CFP ) and Chartered Financial Consultant (ChFC ), with 15 years of experience as a Registered Investment Advisor. Adhere to thorough professional standards and continually aim to act in clients best interests. Foster mutually positive relations with Centers of Influence (COI), as well as Attorneys, Accountants and other professional partners. In search of a role that will allow for client recruitment and service with an innovative and dedicated fiduciary planning and investment management firm.


Selected Highlights


         Served at the senior level in the Finance Department at several Fortune 500 companies, including Bertelsmann Music Group and Pearson Education

         Earned the ChFC designation, the highest standard of knowledge and trust in Financial Planning that a professional can receive

         Also attained the CFP certification, recognized as a standard of excellence for competent and ethical personal financial planning best practices

         Booked often for appearances in national publications, such as Smart Money Magazine, Bloomberg, and Dow Jones Newswire, among others

         Also appeared as a subject expert on broadcast television, including PBS Nightly Business Report

         Core competencies include Wealth Management, Estate Planning, Investments and Retirement

         Other areas of skill include Finance, Strategic Planning, Portfolio Management, Advising, Management Services, Retirement Planning, Investment,
Asset Management/ Allocation and Mutual Funds

         Honored with numerous academic awards and scholarships during studies for both degree programs

         Technically proficient in Salesforce, PortfolioServices, Schwab Institutional, MS Office Suite and others


Career History


The Baron Financial Group

Wealth Management Principal, 2002-Present

         Deliver fee-only comprehensive wealth management services to clients including working families, widows and retirees

         Call upon experience in feature articles for the Wall Street Journal, Dow Jones Newswire, Bottom Line Personal and MSN Money.

         Engage with clients in the areas of money management, comprehensive financial planning and estate planning

         Also guide clients through life planning, retirement, personal tax processes and overall investment management

         Make certain that all clients have enough money for as long as they like by minimizing losses in their investments, done so that they do not lose large sums of money if the market experiences a downturn

         Work diligently to outpace inflation, so as to provide clients with a comfortable retirement

         Continually assess the value of investments under management using a deep knowledge base covering a broad array of financial issues

         Maintain good standing with the Securities and Exchange Commission (SEC)

         Aim to grow the firm s Assets Under Management (AUM) from $48M in 2007 to over $200M as of this year using new client development tactics

         Refine the ideal client by focusing on client and COI referrals

         Attained a client satisfaction score of 98%, as measured in 2010 through the use of client satisfaction interview processes




Yyyyyy x. yyyyyy



Education & Credentials


Master of Business Administration, Finance and Marketing, Rutgers University-Newark

Bachelor of Arts, Music Management, William Paterson University

Certification, NAPFA - Registered Financial Adviser

Certifications, CFP , ChFC

Also engaged in numerous continuing education efforts


Awards & Honors


Recipient, 2013 Five Star Wealth Manager Award

(Nominated from third party professionals, honored for six consecutive years)


Professional Involvement


Member, The National Association of Personal Financial Advisors (NAPFA)

Member, Greater Xxxxxx Estate Planning Council

Member, Estate Planning Council of Bergen County

Member, Financial Planning Association (FPA)


Community Involvement


Member, Fair Lawn Chamber of Commerce

Member, Rutgers Alumni Organization

Committee Member/Merit Badge Counselor, Boy Scouts of America

Board Member, The Boys & Girls Club of Xxxxxx




The Baron Financial Group Overview (December 20, 2010)


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