We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Your business is a vital part of your life. You count on it to generate a steady income, to have the lifestyle you enjoy, and most importantly, to leave a meaningful legacy for your loved ones. We totally get it! You need a relentless advocate to help you leverage the opportunities, anticipate, and prepare for the challenges, while minimizing taxes to the highest extent possible, especially in today’s world full of uncertainties and anxiety.
We have a simple system for business owners to follow and integrate your personal and business planning into a cohesive roadmap that keeps your dream business and dream life clearly in focus to reach the destiny that you and your family deserve. The plan will be tailored for you, no matter what stage of your business, short-term or long-run!
About Daisy
With compassion, empathy, and dedication, Daisy is committed to being an advocate for her clients.
She is an acute observer to understand your vision, goals, and concerns, working tirelessly with her team of intellectual brains to deliver the exceptional results that exceed your expectations.
Daisy previously worked at Prudential Advisors and Transamerica Financial Advisors, Inc., where she was a Financial Advisor and Senior Marketing Director. She earned her MBA in International Business from the University of Illinois at Chicago. She holds her Series 6, 63 and 65 licenses to provide wide ranges of investment advisory services and programs.
During her personal time, she enjoys acrylic painting, ikebana, yoga, ballroom dancing, tennis, and cooking gourmet food. She also enjoys the special role of being a mom and spending the time with her two beautiful children, Clare and Christopher. She cares about animal welfare, art and culture, and lifetime learning.
I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary.
Domiciled in PA.
Check the background of this investment professional on FINRA’s BrokerCheck
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