Personalized Service From a Dedicated Team of Experts!
Haddon Planning Group was formed by its founders who have over 30 years of experience in the financial services and wealth management industries. Our team consists of professionals that specialize in financial planning, wealth management, investment management, trust services, and client service to provide you with the best possible care.
Haddon Planning Group is a client-focused team of wealth management professionals that work in an efficient and collaborative manner to integrate our expertise with each client’s goals and objectives. They bring diverse areas of expertise with one focus—You!
Jake Reardon, CEO firstname.lastname@example.org As the owner and Chief Executive Officer of Haddon Planning Group, Jake brings over 20 years of experience as a registered investment advisor. Jake also manages the National Sales Division at BCG Securities, in Cherry Hill, NJ. Jake is also the owner of Argat Financial Group, a successful advisory firm located in Philadelphia.
Jake enjoys helping his clients achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. He takes a holistic approach to investing through a conscientious process to gain a complete understanding of his client’s goals, lifestyle, and risk tolerance. By building long term relationships, he is able to assist his clients with well defined goals and a strategic roadmap to achieve them.
Jake, his wife, and two children reside in Merion Station, PA. While not at work, he enjoys training for triathelons and Ironman events. He was also on the USA National Team for Dragon Boat in Philadelphia. He is a national spokesperson/trainer for essential company initiatives. Jake has a strong passion for helping others and is active in the community.
Christine Beschen, CPC, CLU, CFP
Christine started her career in accounting and eventually moved into retirement planning as Vice President of the pension division for a major financial services corporation. Her responsibilities included administering over three hundred retirement plans for compliance issues, as well as overseeing the investment strategies of the portfolios. In 1985, she chose to focus solely on financial services and has since helped many corporations and individuals on strategies for estate planning, retirement planning, accumulating wealth, and insurance planning.
Christine has attained three significant professional designations within the financial services industry. The first, Certified Pension Consultant (CPC), requires knowledge in actuarial science, investments, legal issues surrounding all retirement plans (qualified and non-qualified), and estate planning.
The Chartered Life Underwriter (CLU) builds on the CPC areas of investments and estate planning, but also broadens into income taxation and insurance planning. Lastly, Christine earned the designation of Certified Financial Planner (CFP), the pinnacle of the financial planning industry, recognizing her expertise and experience in all aspects of the financial services profession. She is a registered representative with Lincoln Financial Securities Corporation, and has successfully completed the FINRA sponsored Series 7 and Series 63 examinations.
David J. Bruno
David attended Montclair University and Kean State College, concentrating in Fine and Commercial Arts. He was involved with several start-up businesses in the telecommunications industry throughout the 1980’s. In the early 1990’s he was a Corporate Sales Director at Comp USA and Computerware, while also holding a CNE (Certified Netware Engineer) designation.
A change in career direction brought David into the financial services industry five years ago. He is currently affiliated with Haddon Planning Corporation as a partner in John P. Bruno Associates. David specializes in the development, implementation and monitoring of long term investment programs which attempt to mitigate investment risk and current taxation within his client’s investment programs. He is a registered representative with Lincoln Financial Securities Corporation, currently holding licensing in Series 6 and Series 63 with the FINRA.
Call us today for a Free Consultation! (856) 428-5300