• Home
  • Who We Are
    • The Barnum Difference

      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

    • Executive Leadership

      Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.

    • In the Community

      We’re committed to making a difference in the communities in which we work and live.

    • Barnum Icon
      Our Representatives

      A complete list of every financial representative working with Barnum Financial Group

    • Awards and Recognition

      We’re proud to be recognized for our commitment to our clients and their financial success.

    • In the News

      Many national and local media outlets have leveraged our knowledge and thought leadership.

  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

    • Funding College Costs

      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

    • Group Benefit Programs

      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

    • Financial Wellness Programs

      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

    • All Products

      We have the knowledge and resources to assist you in every step of your financial journey.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

  • Resources
    • Insights

      Access our blog offering relevant, useful, and educational content.

    • On-line Learning Center

      Lorem ipsum dolor sit amet, consectetur adipisi cing elit, sed do eiusmod tempor incididunt ut abore et dolore magna

  • Careers
  • Contact Us
Book a Consultation

Annie Chen

LUTCF
  • Registered Representative
    CA Insurance License: #151275

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

Qualifications and Personal
• Has been in the financial services industry for over 14 years
• Licensed to offer Life Accident and Health
• Hold the Series 6 and 63 securities registrations
• Member of the Million Dollar Round Table (MDRT)
• Member of the National Association of Insurance and Financial Advisors (NAIFA)
• Resides in Clinton Ridgewood, NJ with her two daughters.
• In her spare time, Annie enjoyys reading and traveling

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ

Check the background of this registered representative on FINRA’s BrokerCheck  

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700

Annie Chen

LUTCF
barnum fg logo

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

Facebook-f Instagram Linkedin

Who We Are

Resources

What We Offer

Company