Victoria Cannillo earns the CFA Investment Foundations® Certificate

  A 30-second read by the Baron Team: At Baron Financial Group, we are committed to education and further advancing our knowledge of the industry to best serve our clients.

In November 2018, one of our Baron team members, Victoria Cannillo, earned the CFA Institute Investment Foundations® certificate from the CFA (Chartered Financial Analyst®) Institute to help with her role as a financial analyst as well as a member of our internal investment committee. Victoria dedicated approximately four months to learn and study the program material which culminated in a 2-hour exam.

According to the CFA Institute, “The CFA Institute Investment Foundations® Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.” To read what the specific topics of the program curriculum are, click here.

To learn more about the CFA Institute and the Investment Foundations program click here. To learn more about Baron Financial Group, contact us at 201-791-6408 or at info@baron-financial.com.

 

Baron Financial Group once again receives the Women’s Choice Award®, as seen in USA Today, July 25, 2017

Women's Choice Award - 2017

We are proud to be a Women’s Choice Award®  Financial firm since its inception in 2013. The Women’s Choice Award for Financial Advisors was created by WomenCertified Inc. in an effort to help women identify financial advisors and firms that provide quality service and strong commitment to their female clientele. The award is based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S.  As of July 2017, of the 807 considered for the Women’s Choice Award, 139 were named Women’s Choice Award Financial Advisors/Firms.

This recognition demonstrates our commitment to all clients, but allows us to further highlight our commitment to the women’s market and to our profession — symbolizing the integrity, knowledge and service excellence we strive to deliver to every client.

Click here for a list of the Women’s Choice Award® selection criteria.

Baron Financial Group is proud to be a Women’s Choice Award® Recipient

WCA_FinancialAdvisorsFirms_2013-16Baron Financial Group is pleased to announce that WomenCertified®, Inc., the leading advocate for the female consumer, has once again chosen us to receive the  Women’s Choice Award® for Financial Advisors for 2016, and proud to be a Women’s Choice Award Financial Firm since its inception in 2013.

We are honored to be recognized as one of the financial firms women can trust.  The list of award recipients appeared in the March 28th edition of USA Today, with a quote from Delia Passi, founder of the Women’s Choice Award®:

 “We are proud to honor them and their dedication to empowering women and their families.”

Achieving this award reaffirms the commitment Baron Financial Group has to extraordinary service in meeting the financial needs of women and their families.

 About Baron Financial Group

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.   For more information on the firm and its advisors, contact the Baron Financial Group Team.

Baron Financial Group Receives Women’s Choice Award for Financial Advisors

Women's Choice Logo

Baron Financial Group is pleased to announce that WomenCertified®, Inc., the leading advocate for the female consumer, has chosen Baron Financial Group to receive the  Women’s Choice Award® for Financial Advisors.

Achieving this award reaffirms the commitment Baron Financial Group has to extraordinary service in meeting the financial needs of women and their families. Baron Financial Group, committed to educating women on how to become financially empowered, offers educational seminars and podcasts geared especially for women.  For more information on “Financially Empowering Women™” educational programs, visit www.financiallyempoweringwomen.com or email us at info@financiallyempoweringwomen.com.

 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.   For more information on the firm and its advisors, visit our website at www.baron-financial.com or email us at info@baron-financial.com.

About Women’s Choice Award

WomenCertified®, home to the Women’s Choice Awards, awards businesses and brands based on high recommendation ratings by female consumers. WomenCertified represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. The Women’s Choice Award® for Financial Advisors is a premier recognition award for advisors who provide quality service to their female clients.  The award is based on rigorous research and evaluation applying 17 objective criteria. To learn more, visit www.womenschoiceaward.com or go to http://www.wife.org/womens-choice-award/financial-advisors/

Baron Financial Group of Fair Lawn earns “The Five Star Wealth Manager” distinction for the third year in a row

 

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Baron Financial Group is proud to announce that all four partners of the firm were selected as 2013 Five Star Wealth Managers, the third year in a row they have received this recognition.  Fewer than seven percent of Wealth Managers in the New Jersey area were selected for this “5-Star Award”.  The list of award recipients appears in the January 2013 issue of New Jersey Monthly magazine.

Financial Advisor Magazine ranked us among the top financial advisors in the nation again for 2012.  This follows receiving the award in 2010 and 2011.

The Baron partners hold some of the top credentials in the industry.  For more information on the firm and their principals, visit www.baron-financial.com.