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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Key Findings, White Papers, Videos and more from our national research study
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As a financial planner, John implements Barnum’s strategic process which starts by learning what is important to you – the goals you have for your personal lifestyle, family, business interests, and charitable legacy. He then develops a comprehensive understanding of your current financial situation. Based on your goals, he works with his team of specialists to create an integrated set of customized recommendations
incorporating investments, retirement planning, risk management, tax minimization strategies, and family needs financial planning.
John graduated Magna Cum Laude from Manhattan College, earning his Bachelor’s Degree in Government. One of the youngest to be selected at Barnum, John was awarded Fairfield County’s 40 under 40 Award in 2019. Each year, Fairfield County recognizes the next generation of young business leaders from a wide variety of sectors who have proven outstanding in their field.
John currently sits on the Barnum Foundation for Life Board of Directors, which is a foundation built to help children in need. He is also Chairman of the Board at Center Stage Theatre and sits on the Finance Committee for Foundations in Education. He currently resides in Shelton, CT with his fiancé, Meghan.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck
CA Insurance Lic. # 0L83878
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This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!