Our Backgrounds
Our Experience:
The Financial Freedom Advantage
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
- Orange 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
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 Senior Advisor (CSA)
Certified in Long Term Care (CLTC)
Registered Investment Advisor Agent
Insurance Licensed for Life, Health, Accident, Variable Annuities in the states of Connecticut, New York, and Florida
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, Guilford Chamber of Commerce
Madison Exchange Club
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®)
Certified Senior Advisor (CSA)
Former Adjunct Professor - Fairfield University
Registered Investment Advisor Agent
BA – Boston University
Professional Affiliations
Financial Planning Association (FPA)
Berthann is particularly skilled and passionate about working with the pre-retirement and senior market, and also has a depth of experience in the retirement 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 the state of 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 University
Professional Affiliations:
Financial Planning Association (FPA) - Past president of New Haven Chapter and member since 1988
Greater New Haven Chamber of Commerce, Guilford Chamber of Commerce
CRAIG NEWKIRK, CFP®
Craig is a Certified Financial Planner ™ practitioner (CFP®) whose career in financial services began in 1983.
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.
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