Joseph Bogardus, CFP®, AIF®, ChFC®, LUTCF, CCPS®
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Services Executive, SpecialCare Planner
I am a Financial Services Executive and Financial Planner with Barnum Financial Group. I bring my experience with top financial companies to BFG: Working internships with Morgan Stanley in the Equity Operations department and Credit Suisse in the Financial Accounting New Business area.
At BFG, we know our clients turn to us because of our longevity, the service we provide and the experience that has made us the strong and stable company we are today. We offer a full line of protection and investment products, as well as a line of diverse financial services, including:
- Estate Conservation Strategies
- College Funding/529 Plans
- Insurance Products
- Investment Products
- Long-Term Care Insurance
- Retirement Planning
- Tax Saving Strategies
I hold the Series 7 & 66 securities registrations and am licensed to sell Life & Health and Auto & Homeowners’ Insurance in CT. I graduated with a Bachelor’s in Finance and Management from the University of Richmond. I gained extensive experience during my time studying abroad in Madrid, Spain, and Argentina.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. CA Insurance Lic # 0M58901
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