Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Edward Alferoff, CFP®, RICP®, ChFC®, WMCP® | Co-Founder | Partner | Vital Planning Group

Bio: Edward Alferoff, CFP® is a Senior Partner of Vital Planning Group (VPG). With over 10 years of experience in the business, Edward is dedicated to helping individuals clarify their wealth accumulation and risk management goals as he helps them develop an effective plan. He is always available and willing to aid in implementing and reviewing that plan. As a valued member of the VPG team, Edward serves a diverse group of medical professionals, business owners and highly compensated, self-employed individuals throughout many states. Edward’s clients include medical residents and fellows, private practice and hospital-based attending physicians, locum tenens physicians, realtors, and professional consultants.

Edward has achieved the designation of CERTIFIED FINANCIAL PLANNER™ professional. Additionally, he holds multiple industry Series registrations and various insurance licenses and is a multiple qualifier for the Million Dollar Round Table, one of the financial services industry’s top distinctions.

Edward received his Master of Science in Communications Degree from Brooklyn College. Outside of his normal business activities, Edward works closely with medical and health related non-profit organizations, associations, educational institutions and hospitals to host workshops and seminars that educate medical professionals on financial literacy and financial planning.

Edward and his family currently reside in Weehawken, NJ.

Podcast Episode Description: Getting Better Every Single Day

Follow Paul on Instagram: @paul.f.blanco

CRN202709-7044087

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Matthew Barrett | Financial Advisor | Financial Services Executive | Investment Advisor Representative | Barnum Financial Group

Bio: Through my practice, I offer a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. I have been with Barnum Financial Group for 22 years and consider myself a life-long learner with a strong commitment to continuing my education on the most up-to-date knowledge required to help you navigate today’s complicated financial landscape.

I've gained a number of important industry designations throughout my career including the CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation. A strong work ethic and commitment to my clients have helped me earn a number of awards and recognitions in my tenure.

I'm a graduate of the University of Connecticut, a resident of Fairfield, Connecticut and a very proud father of my two children, Madelyn and Carter. In my spare time, I'm an avid runner and have run several marathons. My favorite of which is the NYC marathon that I run in as a guide to my friend Joe who has autism.

Podcast Episode Description: Success Starts with Consistency

Follow Paul on Instagram: @paul.f.blanco

CRN202709-7035671

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Jeffrey Rice | Financial Planner | Financial Services Executive | Wealth Management Advisor| Barnum Financial Group

Bio: I am a Financial Planner, Financial Services Executive, and Wealth Management Advisor at Barnum Financial Group with more than twelve years in the financial services industry helping clients achieve their personal and financial goals. Focusing on asset management and retirement income strategies, I joined Barnum so I can offer my clients the widest array of financial products combined with first class customer service.

Backed by the extensive resources at Barnum, I am able to provide my clients with the solutions they need in order to meet their goals. My mission is to guide my clients to financial independence while providing them with the personal attention they deserve. My ultimate goal is to help make my client’s financial future more secure. The leader of a dedicated team of financial services representatives, I take a team approach when working with our clients. I am a Platinum Conference qualifier which recognizes the firm’s top achievers for their work on behalf of their clients.

Podcast Episode Description: Consistent Growth in All Aspects of Life

Follow Paul on Instagram: @paul.f.blanco

CRN202708-6995836