Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®

Jonathan Barrett is a CFP®-certified financial advisor in Woodbridge, NJ offering comprehensive financial planning, investment management, and insurance services. With credentials including CLU®, ChFC®, and specializations in retirement planning and business succession, Barrett provides personalized guidance for individuals and families seeking to build and protect their wealth. His fee-based advisory model prioritizes client interests over commissions.