For Immediate release
Glastonbury Financial Exec Becomes Family Business Specialist
Glastonbury, October 2018, -- Nelson J. Rodriguez, a financial professional with Barnum Financial Group in Glastonbury and a resident of Enfield, has earned the Certified Family Business Specialist (CFBS®) designation for MassMutual professionals who complete a rigorous program at The American College in Bryn Mawr, Pa. The program is tailored to the needs of family-owned and closely-held businesses including:
• Succession, retirement and estate planning,
• Tax and financial considerations in transitioning a business
• Benefit plans to help attract and retain qualified talent
Research shows that business owners spend a majority of their time working in their businesses and not on their businesses as evidenced by how few have documented plans in place to protect their businesses from the unexpected.1
“Family and closely-held businesses have unique dynamics when it comes to financial considerations, including succession and retirement planning,” said Paul Blanco, Founder and CEO of Barnum Financial Group. “The CFBS® designation is regarded as a significant professional milestone, reflecting a commitment to business owners and their financial needs.”
Nelson has a MBA degree in business management from the University of Phoenix and a B.S. in finance from Fordham University. He is a member of the Hartford Foundation for Public Giving’s Professional Advisory Committee, a Trustee for the Hartford Seminary and The Fund for Greater Hartford as well as a Board Member of International Hartford.
About Barnum
We help over quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. www.barnumfinancialgroup.com.
1MassMutual’s 2015 Business Owner Perspective Study – Insights from America’s Economic Engine
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202010-237649
Media contact: Patrick F. Connor, Public Relations, the Barnum Financial Group, pconnor1@barnumfg.com.
