11 Penns Trail
Personalized Service From a Dedicated Team of Experts!
Since 1981, Haddon Planning Group has been a leader in the financial services and wealth management industry. 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!
CEO & Principal
As the owner and Chief Executive Officer of Haddon Planning Group, Jake brings over 26 years of experience as a Registered Investment Advisor. Jake is a national spokesperson / trainer for essential company initiatives, has a strong passion for helping others and is active in the community. He helps his clients achieve their financial planning goals by providing advice on Investment and Insurance Planning as well as Retirement and Estate Planning. He takes a holistic approach to investing through a complete understanding of client’s goals, lifestyle, and risk tolerance.
Jake, his wife and two children reside in Wynnewood, PA. Jake is a former triathlete, Iron Man participant and US National Team member for Philadelphia’s Dragon Boat Team. Currently, he is training with the Fairmont Rowing Association out of Historic Boathouse Row in Philadelphia.
Bob Protesto, CFP ®, CRPC ®
Bob Protesto joined The Haddon Planning Group in September 2014. His previous 6 years of experience of being a Financial Advisor and District Manager with ING Financial Partners has given him the expertise and leadership skills needed to help his clients reach their most important financial goals. Bob’s attention to detail and good listening skill are the foundation to his long-lasting, trusting relationship with his clients. With an analytical mind and out-going, empathetic personality, Bob’s main mission is to ultimately help his clients retire happy.
In addition to graduating Summa Cum Laude from Temple University in 2008 with a degree in Mathematics, Bob is a CERTIFIED FINANCIAL PLANNER™ (CFP®) through the CFP Board and Chartered Retirement Planning Counselor® (CRPC) through the College of Financial Planning. He currently holds the Series 6, 7, 63, 65, and Life, Accident, and Health Insurance Licenses. Bob grew up in the Delaware County suburbs of Philadelphia and is a proud alumni of St. Joe’s Prep. He currently lives in the Fairmount/Art Museum neighborhood of Philadelphia with his wife and daughter.
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 twenty three 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 American Portfolios Financial Services, Inc., currently holding licensing in Series 6 and Series 63 with the FINRA.
For the past 30 years, the core value of Christine’s practice has remained her commitment to the needs of her clients, holding each of them in the highest regard. Christine began her career in accounting, eventually moving into retirement planning for a major financial services firm. She was effective but constrained by the limitations as an employee and so decided to offer her services as an independent advisor.
Combining experience with her formal Certified Financial Planning designation, Christine follows a due diligence and methodical approach to discovering her client’s needs and guiding them through their decision process. Her work with personal and corporate clients includes detailed discussions of financial objectives and goals, needs and risk tolerance, and determining the best approach for an investment strategy, unique to their situation, affording them financial independence. The evaluation process for risk management and investments includes thorough research of the client’s investment style, performance, risk, risk-adjusted returns and corporate financials. The planning process continues with meetings throughout the year, reviewing the plans and assessing any changes.
Christine attained numerous designations and certifications within the financial industry:
* Certified Financial Planner (CFP) – the pinnacle of the financial planning industry, recognizing her expertise and experience in all aspects of the financial services profession, * Certified Pension Consultant (CPC) – actuarial science, investments, legal issues surrounding all retirement plans and estate planning * Chartered Life Underwriter (CLU) – insurance, estate planning, income taxation and retirement * Chartered Retirement Planning Counselor (CRPC), retirement planning * completed FINRA sponsored Series 7 and Series 63 examinations.
James U Marrero CFP® focuses his practice on building Personal Financial plans, Wealth & Risk Management, and working with Business Owners. With a passion for working closely with clients, James employs a hands on approach to delivering a rewarding client experience.James graduated from the College of New Jersey in 2004 with a degree in Business Management. He started his professional career by entering the financial industry and obtaining his investment & securities licenses in 2007. For the next decade, James progressively navigated the corporate environment where he eventually became a Board Certified Financial Planner in 2017. With client focus in mind, James took his practice independent and associated with an RIA firm to ensure that his clients would have open access to the best solutions available.A native to New Jersey, James is a family man and father of 3 young children. James enjoys playing music, engaging in athletic activity, and red wine.
Michael has been privileged to serve the Professional & Business community since 1970. An honors graduate of Drexel University with a major in finance and a minor in law, he has certifications as a – REBC®-Registered Employee Benefits Consultant, ChFC®-Chartered Financial Consultant CLU®-Chartered Life Underwriter, and is a member of FINRA & SIPC. He maintained his own RIA-Registered Investment Advisory firm from 1985-2013, and currently is an Investment Advisor Representative (IAR) of American Portfolios. Securities offered through American Portfolios, member FINRA & SIPC.
He also holds Securities, Health, Life & Annuity licenses, and has a long-standing relationship with the medical community, specializing in Physician Group Benefits for the last four decades. He has been a CLE instructor for the Bucks County Bar Association and the law firm of Hill Wallack, LLC. He has also been a guest speaker for a number of Medical Societies over the years and a recent ACA Guest Speaker for the Newtown Business Commons Association and Union County Medical Society. Michael also achieved the Million Dollar Round Table’s Life Member status in 1980. He resides in Yardley with his wife and has a passion for racehorses.
Call us today for a Free Consultation! 856-428-5300