Needham, MA -- Jonathan Barnett, Financial Advisor of The Bulfinch Group, has passed the rigorous American College certification of Retirement Income Certified Professional, an advanced designation.

This newer designation from The American College creates strategies for Financial Professionals who are focused on the needs of the thousands of Americans reaching age 65 who need guidance in obtaining sustainable retirement income. Using the most current retirement portfolio management techniques, the RICP Financial Professional helps to identify retirement income needs and objectives relative to the client’s lifestyle goals in retirement.

“Jonathan’s accomplishment in obtaining this new designation is a remarkable achievement which will certainly provide tremendous value for his clients,” states Bulfinch Group President Seth Medalie, CLU, ChFC. “The RICP educational curricula is one of the most complete and comprehensive programs available to financial advisors whose goal is to help their clients create sustainable retirement income.”

Jon graduated from the University of Rhode Island, with a B.S. in Business Administration. In addition to earning his CERTIFIED FINANCIAL PLANNER designation, he earned an MBA in Finance and Marketing at the University of Chicago Booth School of Business. Jon is also a graduate of Boston University's Financial Planning program.

Jon and his significant other Beth reside in Wayland with their rescue dog Finley. When Jon is not working, you will find him helping organizations that are close to his heart, including the Special Olympics, Our Space Inc, Cradles to Crayons, and the greater Boston musician community. Jon and Beth enjoy the great outdoors - including hiking, boating, scuba diving, and skiing - and will be sure to take some amazing photos while doing so. Jon and Beth also love to host gatherings at their home, entertaining friends and family.

The Bulfinch Group
Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. The Bulfinch Group also operates Bulfinch Business Solutions, a division devoted to succession planning for smaller, privately-held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes. The Bulfinch Group is a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. For more information, call 781-449-4402 or visit BulfinchGroup.com.

About Guardian
Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2024 included $11 billion in capital and largest dividend of $1.6 billion in the company’s history. For more information, visit GuardianLife.com or follow us on https://www.facebook.com/guardianlife/, https://www.linkedin.com/company/the-guardian-life-insurance-company-of-america_164085/, https://twitter.com/guardianlife and https://www.youtube.com/guardianlife.