"Our industry has traditionally focused on people who already have significant wealth. Our goal is to broaden the pool of people who have access to Financial Education regardless of their net worth,” said Bryan Koslow, President of Clarus Group.
FREEHOLD, N.J. (PRWEB) January 06, 2020
For Clarus Group, LLC 2019 was a year to remember. The Financial Planning Firm, headquartered in Freehold, NJ with offices in Caldwell, NJ and New York City, added two new Financial Advisors to their team. Chuck Rose, CIMA®, CFP® brings nearly 20 years of financial services experience to the firm, including 15 years at Asset Management firm Lord Abbett. Kaysi Gordon, CPA, CFP®, CDFA® also brings more than 20 years of financial services experience having spent the past 14 years as a member of one of the largest teams at UBS.
One of Clarus’s core values has always been Community and the launch of the Compound Kindness initiative formalized the firm’s commitment to supporting local non-profit organizations. In 2019, Compound Kindness supported CASA of Monmouth County, Head for the Cure, the Foundation for Manalapan-Englishtown Regional Schools, Breaking the Chain Through Education and Ramah Junior Academy. Compound Kindness is about more than just writing checks. There is an emphasis on service as well. Chuck Rose joined the Board of Trustees for the Essex County Chamber of Commerce and Bryan Koslow joined the Board of Trustees for the Foundation for Manalapan-Englishtown Regional Schools. Bryan was also sworn in as a Court Appointed Special Advocate working with children in Foster Care.
Another of the firm’s core values, Lifelong Learning, was front and center in 2019. Kaysi Gordon earned the Certified Divorce Financial Analyst certification , Chuck Rose earned the CERTIFIED FINANCIAL PLANNER™ Professional and Bryan Koslow passed the Series 24 exam and became a Supervising Principal.
Lastly, the firm continued its focus of bringing Financial Literacy and Planning to the people who need it most. “Our industry has traditionally focused on people who already have significant wealth. Our goal is to broaden the pool of people who have access to Financial Education regardless of their net worth,” said Bryan Koslow, President of Clarus Group. To make this education more accessible, Kaysi Gordon travels around the country delivering Faith and Finance seminars at churches. She introduces attendees to budgeting techniques and retirement planning as well as how to manage risk. In 2019, Clarus also launched a subscription pricing model for clients in the early stages of their financial planning journey.
About Clarus Group
Clarus Group LLC is an integrated wealth management firm with offices in Freehold and Caldwell, New Jersey and in New York City. The firm provides financial planning, asset management, insurance, and tax preparation services to individuals and families. For more information, visit http://www.clarusfinancial.com. 4400 Route 9 South, Suite 1000, Freehold, NJ 07728. 732-325-0456. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser