Our Team

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!

Jake Reardon

CEO

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As the owner and Chief Executive Officer of Haddon Planning Group, Jake brings over 25 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 Wynnewood, PA. Jake is a former triathlete, Iron Man participant and was also on the USA National Team for Dragon Boat in Philadelphia. Currently, he is training with the Fairmont Rowing Association out of Boathouse Row in Philadelphia. Jake is a national spokesperson / trainer for essential company initiatives, has a strong passion for helping others and is active in the community.

Robert Protesto

Financial Advisor

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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 needed to help his clients reach their most important financial goals. Bob’s main mission is to ultimately help his clients retire happy.

Bob’s attention to detail and good listening skill are the foundation to his long-lasting, trusting relationship with his clients. Bob’s analytical mind and out-going, empathetic personality are the perfect combination to help advise his clients. In addition, he is supported by a team of administration, analysts, and product-specialists whose teamwork help him provide top quality advice and excellent client service.
Bob graduated Summa Cum Laude from Temple University in 2008 with a degree in Mathematics along with rowing 4 years on the Mens Varsity Crew Team. In 2012, Bob was designated as a Chartered Retirement Planning Counselor ® through the College of Financial Planning. He currently holds the Series 7, 6, 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 section of Philadelphia with his wife Jackie.

David J. Bruno

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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.

Christine Beschen, CPC, CLU, CFP

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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.

James U. Marrero, CFP®

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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.

Call us today for a Free Consultation!  856-428-5300