Berthann Jones

Further information about Berthann Jones:

Independent Registered Investment Advisor firmed by husband/wife Certified Financial Planners.


BERTHANN JONES, CFP, CLTC

Berthann is a Certified Financial Planner practitioner (CFP) and is Certified in Long Term (CLTC).

Berthann is particularly skilled and passionate about working with the pre-retirement and senior market, and also has a depth of experience in the qualified plans market for small and medium sized businesses.


EDUCATION AND PROFESSIONAL TRAINING:
Certified Financial Planner (CFP)
Certified in Long Term Care (CLTC)
Registered Investment Advisor Agent
Insurance Licensed for Life, Health, Accident, Variable Annuities in Connecticut
Society of Plan Administrators and Recordkeepers (SPARK) Certified Trainer
American Society of Pension Actuaries (ASPA) PA Parts 1A and 1B
B.S. International Business (summa cum laude) Quinnipiac College

PROFESSIONAL AFFILIATIONS:
Financial Planning Association (FPA) - Past president of New Haven Chapter and member since 1988
Greater New Haven Chamber of Commerce




CRAIG NEWKIRK, CFP

Craig is a Certified Financial Planner practitioner (CFP) whose career in financial services began in 1983. Craig has dedicated the last 24 years towards being an advocate for clients.

Craig is a former Adjunct Professor for Fairfield University teaching the Certified Financial Planner program.

Craig has delivered over 1,000 public presentations, keynote speeches and training programs to over 25,000 individuals and financial advisors. His topic specialties include pre and post-retirement planning, holistic financial planning, the investment arena, and financial advisor practice development topics.

Craig has been featured in national and local media, local television, and has hosted his own radio finance talk show.

Craig is the founder of the Connecticut Jump$tart Coalition for Personal Financial Literacy, a not-for-profit advocacy group whose sole mission is to promote financial education to the youth of Connecticut. Craig also served as Co-Chairperson for the Fresh Air Fund of Ridgefield.


BUSINESS BACKGROUND:
Certified Financial Planner (CFP)
Former Adjunct Professor - Fairfield University
Registered Investment Advisor Agent
BA - Boston University

PROFESSIONAL AFFILIATIONS:
Financial Planning Association (FPA)

Compensation and Fee Structures:

Fee-based firm based on hourly rate.

Licenses, Certifications & Affiliations:

Both partners have CFP License

Education:

Berthann - BS Int'l Business, Quinnipiac

Craig - BA Boston College