Anthony Benante, CFA and Nicholas Scheibner, CFP® of Baron Financial Group recently attended the 70th CFA Institute Annual (four-day) Conference in Philadelphia, to keep updated on financial industry topics and trends. The CFA (Chartered Financial Analyst) Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
According to the CFA Institute, it’s imperative that investment professionals remain current in this changing and complex climate to best serve their clients’ interests.
Read more about the CFA Institute at cfainstitue.org.
To learn more about Baron Financial’s investment management service, visit our services pages on our website.
In the spirit of the season, a donation was made in honor of Baron Financial Group clients and friends to the Fair Lawn Food Pantry, to help those in need in the community.
Our clients completed our recent survey, giving us invaluable information to help us enhance the service that we provide. Baron was pleased to donate to the following charities, chosen by and in honor of the winner of the survey drawing.
Oasis: A Haven for Women and Children, Paterson, NJ Oasis currently serves those fighting poverty by meeting numerous basic needs. Read more at oasisnj.org.
Catherine Violet Hubbard Animal Sanctuary Catherine’s life was taken at the age of six at Sandy Hook Elementary but her legacy of kindness will live on. Read more at cvhfoundation.org.
We are committed to making the community a better place. Wishing everyone a happy, healthy and prosperous New Year!
Baron Financial Group is a member of NAPFA (National Association of Personal Financial Advisors). We are a Fee-Only firm that is compensated solely by the clients, not by the purchase or sale of a financial product. Our fiduciary responsibility is to put the best interests of our clients first.
Watch the video to see what characteristics NAPFA recommends when looking for a financial advisor.
Baron Financial Group is pleased to present, for the sixth consecutive year, a Baron Financial Group Scholarship to a deserving Fair Lawn High School graduate. The scholarship recipient, Benjamin Novick, from the class of 2016, will study finance at the Rutgers University School of Business in New Brunswick, New Jersey. Going into business has been a goal for Ben since childhood and he is excited to begin his journey!
Continuing in our commitment to education, Baron Financial Group is proud to help this deserving student further his education.
Baron Financial Group hosted their second annual Casino Night event on Wednesday, May 4, 2016 to thank their many clients and friends for their continued support. Attendees were given “play” money to participate in the casino games, ensuring no one could lose real money. Chips were cashed in for raffle tickets for the chance to win some great prizes, including restaurant gift certificates, chocolate baskets, Amazon Fire tablets, etc. The ultimate and most coveted prize was two tickets to see Jersey Boys on Broadway. Although guests had an opportunity to win raffled prizes, the big winner was the Fair Lawn Food Pantry.
As is the firm’s practice for every client event, a monetary contribution is made to the food pantry, to help those in need in the community. Baron Financial Group recognizes that there are members of the community who are not as fortunate as others, who need help to meet the most basic of needs. Baron’s corporate purpose is to help their clients reach their financial goals and to secure a better future for them and their families. In keeping with their corporate philosophy, the firm is committed to making the community a better place.
Baron Financial Group is proud to announce that Nicholas Scheibner, a financial planner with the firm, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Nick assists the Wealth Management Principals at Baron in developing financial plans, retirement forecasts, and cash flow analyses for our clients.Nick is a graduate of William Paterson University where he received a Bachelor of Arts degree from the Cotsakos College of Business Financial Planner program, one of the top schools in the country that offer the program. At William Paterson University, he started the first official student chapter of the Financial Planning Association, and was part of the winning team that took 1st place in the National Financial Planning Competition in Denver, CO.The CFP® certification identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board.CFP® professionals are required to act in their clients’ best interests and have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.CFP® professionals have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.They also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.“The CFP® mark truly serves as the gold standard for personal financial planning,” said CFP Board CEO Kevin R. Keller, CAE. “Just about anyone can use the term ‘financial planner.’ But only those individuals who have passed a rigorous set of criteria and meet our strict ethical qualifications can call themselves a CFP® professional.”About Baron Financial Group (www.baron-financial.com)The Baron Financial Group (BFG) is an independent Fee-Only Wealth Management and financial planning firm with offices in Fair Lawn and Morristown, New Jersey, New York, New York, and Sarasota, Florida. The firm is a Registered Investment Advisor offering objective personal financial advice to individuals without the burden of commissions.
Baron Financial Group is proud to announce that Nicholas Scheibner, a Financial Planner with the firm, and a 2011 graduate of William Paterson University, was recently featured in the November 2013 edition of Financial Planning magazine. The article by Kenneth Corbin lists the top schools in the country with programs for Financial Planners, including William Paterson University, and the need for qualified, well-educated graduates in the field of financial planning.
As more and more members of the baby boom generation retire and seek help with retirement planning, the need for Financial Planners rapidly grows. Nick started with Baron Financial Group in 2010, as an intern, while pursuing his degree in Financial Planning. Now, a full time Financial Planner at the firm, Nick is a CFP® (Certified Financial Planner®) candidate, having passed the rigorous exam and working towards fulfilling the requisite years of experience.
Our firm is fortunate to have Nick as a member of our financial planning team and proud to offer Fee-Only retirement planning with a team of financial experts, with some of the top credentials in the industry.
Listen to the “Financially Empowering Women™” podcast:
One thing preventing women from taking control over their financial lives is that we are often second-class citizens when it comes to earning money in most of corporate America where there has long been a salary gap along gender lines. The good news is that many female small business owners have discovered that business profitability is agnostic to the sex of the owner. Continue reading October 2013: Women Business Owners – Banking and Important Relationships→
Liz Skinner of InvestmentNews interviews Laura Mattia of Baron Financial Group, in the July 26, 2013 article “Women-friendly, with the seal to prove it”. Laura discusses why Baron was chosen to receive the Women’s Choice Award for Financial Advisors, and how the firm helps educate women. The award is based on rigorous research and evaluation applying 17 objective criteria, and at the time of publication, only seven firms and advisers (only 11% of those evaluated) had qualified to receive this premier recognition.
” ‘The stamp says these people do the right thing for women,’ said Laura Mattia, a principal with Baron Financial Group LLC, which has been given the award. “It helps them know we’ll answer every little question they ask.”
Ms. Mattia said her firm didn’t plan to make women the focus of their practice, but it found that women responded well to its focus on educating clients and hand-holding through the financial planning process. Today, Baron Financial helps many single women, divorcees and widows – many of whom have never handled their own finances. It also produces a monthly podcast, “Financially Empowering Women,” which attracts between 800 and 1,000 listeners.”