Joseph Bogardus: This is Not a 9-5 Job

Small Steps, Big Wins

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: Joseph Bogardus, CFP®, ChFC®, AIF®, CCPS® | Financial Planner | Financial Services Executive | Special Care Planner | Barnum Financial Group

Podcast Episode Description: This is Not a 9-5 Job

Bio: Joseph Bogardus is a Financial Services Executive and Financial Planner with Barnum Financial Group. Joseph brings to BFG his experience with top financial companies: Working internships with Morgan Stanley in the Equity Operations department and Credit Suisse in the Financial Accounting New Business area.

At BFG, we know our clients turn to us because of our longevity, the service we provide and the experience that has made us the strong and stable company we are today. We offer a full line of protection and investment products, as well as a line of diverse financial services, including

• Asset Allocation
• Estate Conservation Strategies
• College Funding/529 Plans
• Insurance Products
• Investment Products
• Long-Term Care Insurance
• Retirement Planning
• Tax Saving Strategies

Joseph holds the Series 7 & 66 securities registrations and is licensed to sell Life & Health and Auto & Homeowners’ Insurance in CT. He graduated with a bachelor’s in finance and management from the University of Richmond. He gained extensive experience during his time studying abroad in Madrid, Spain and Argentina.

CRN202705-6540594