Jonathan Barrett Cfp®

Jonathan Barrett CFP®, CLU®, ChFC®, RICP® is a seasoned financial professional with extensive experience in wealth management and financial planning. As the Founder, CEO, and Managing Partner of Barrett Financial Solutions since October 2019, Jonathan leads initiatives focused on the pillars of accumulating, protecting, and distributing wealth. Additionally, Jonathan serves as Vice President and Retirement Planning Specialist at Equitable Advisors, catering specifically to the sports and entertainment sectors. An educator as well, Jonathan holds the position of Adjunct Professor of Finance at Seton Hall University. Previous experience includes being a Partner at Ascendancy Wealth Management LLC, where Jonathan specialized in strategies for high net worth clients, particularly in the entertainment and healthcare sectors. Jonathan's educational background includes degrees from prestigious institutions like The Wharton School, Columbia University, and Harvard Business School, with a focus on retirement planning, holistic financial coaching, and investment management.