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Get in touch with Smart Money Radio |
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Barnum Financial Group,
an office of MetLife
100 Great Meadow Road, Suite 200
Wethersfield, CT 06109
Phone: (860) 218-2891
Fax: (860) 218-2899
Email Smart Money Radio at:
smartmoney960@gmail.com
Or find Barnum Financial Group online at:
www.barnumfinancialgroup.com
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Smart Money Radio
Monday 03-24-2008 9:04am ET
Jim Martin's BioJim Martin is a financial planner specializing in the accumulation and preservation of family wealth with the Barnum Financial Group in Wethersfield, CT. Originally from southeastern CT, Jim graduated from the College of the Holy Cross, in Worcester, MA, and then began his nearly decade-long career in asset management at a boutique investment firm in Manhattan. From there, he joined one of the industry’s largest investment firms, until being hired by the Barnum Financial Group after seven years. As an investments expert, Jim may frequently be found teaching financial education seminars on site in some of Connecticut’s largest employers.
An active member of the community, Jim volunteers by serving on the boards of various non-profit agencies, and also is a foster parent, finding homes for abused or abandoned dogs. He is currently struggling to convince his 13th foster dog, Frankie, that despite their appearance, squirrels are not stuffed with “squeakers” like his other toys. When not volunteering, Jim enjoys golf, powerlifting, and travel.
Jim Ian's Bio
Jim is an experienced Financial Planner with Barnum Financial Group, An Office of MetLife. He is committed to being the most client focused financial planner on the shoreline, focusing his business on asset allocation strategies, protection planning and estate planning. Working in the financial services industry for the past ten years has given Jim the necessary experience to understand that each client is unique and warrants individualized attention. Prior to joining the Barnum Financial Group, Jim was the Regional Vice President at Prudential Investments, managing a multibillion dollar product line. Jim is a President’s Conference Qualifier and is Connecticut Long Term Care Partnership qualified. Currently, Jim resides in Guilford with his wife Dana and their 2 children. He is an active member of the Guilford Chamber of Commerce and Holy Trinity Church. Jim also coaches both little league and youth soccer in Guilford. Matt Paulsen's BioAs an experienced Financial Planner with Barnum Financial Group, An office of Metlife, Matt prides himself on incredible attention to detail while never losing sight of the big picture. Utilizing an unparalleled depth of financial expertise and resources, Matt has the decision-making power to provide the answers you need, when you need them. Matt takes pride in fostering relationships that stand the test of time; whether just starting on the road to financial freedom or looking to optimize a legacy for your heirs. Matt is an active member in the Financial Planning Association, a two times Leaders Conference qualifier and a member of the exclusive Million Dollar Round Table. Locally, Matt is Connecticut Long Term Care Partnership certified and continues to educate himself with near completion of his CFP and CASL designations. Matt is an honors graduate from Providence College with dual degrees in Finance and Business Management. Currently, Matt teaches Corporate Education in Northeast Utilities, Backus Hospital, Honeywell, Choate-Rosemary Hall, and Seton. He is an active member in a number of shoreline organizations and resides in Clinton, CT with his wife Teri. Jim Martin, Jim Ian and Matt Paulsen are Financial Planners with MetLife Securities and Financial Services Representatives with MetLife. They are personally responsible for the contents of this program. The views expressed are not necessarily those of MetLife or any of its affiliated companies. Nothing mentioned on this program should be taken as legal, accounting or tax advice. For advice in those areas applicable to your personal situation, you should consult a qualified professional.
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© 2008