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Based on the amount of financial planning done for clients, the award reflects the growing importance of formal financial planning in today’s economic environment.
“I am very grateful for this recognition because I believe in the importance of financial planning,” said Lynch. “Financial planning is the habit and process which enables people to fund and protect their dreams while living their life.”
Lynch has built his wealth management practice on a foundation of holistic financial planning. He has more than a decade of experience and is committed to financial literacy and lifelong learning.
Shelton-based Barnum Financial Group provides investment and risk management products and services to more than 250,000 clients, including individuals, families, small businesses, corporations, government entities and not-for-profit organizations in all 50 states.
“Mike integrated financial planning into his practice early in his career,” said Paul Blanco, CEO of Barnum Financial. “He has helped numerous clients and it has been instrumental to his great success.”
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