Matthew J. Barrett, CFP®, CLU®, ChFC®, CASL®
Financial Services Executive | Investment Advisor Representative
Through his practice, Matt offers a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. He has been with Barnum Financial Group since 1994 and is a life-long learner. He has a strong commitment to continuing his education staying up-to-date on his knowledge of the industry to help you navigate today’s complicated financial landscape.
Matt has gained a number of important industry designations throughout his career including CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation.
Matt is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.