John Bartlett joined CFS Investment Advisory Services in 2012 after spending a year as an intern while attending Rutgers University. John earned his BA in Finance from Rutgers in 2012. He is a Certified Financial Planner™ professional and holds the Accredited Investment Fiduciary® designation.
John is the Director of Retirement Services and is focused on helping plan sponsors maneuver the ever-changing landscape of the retirement industry. John has helped plan sponsors reduced plan operating cost, provide fiduciary oversight, and improve the employee participant experience.
In his time off, John focuses on achieving personal fitness goals while coaching others to do the same. He is a CrossFit Level 2 Trainer at ANiMAL Strength & Conditioning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.