Brinton Eaton Financial Analysts Awarded "Certified Financial Planner TM" Designation
Thursday, November 8, 2012 • 5:01pm
Brinton Eaton, an SEC-registered wealth advisory firm based in New Jersey, announced today that financial analysts Janet L. Critchley and Matthew DiQuollo have been awarded the CERTIFIED FINANCIAL PLANNER TM designation.
“We congratulate Janet and Matt on this significant accomplishment,” said Robert J. DiQuollo, Brinton Eaton Chief Executive Officer. “We applaud their dedication to enhancing the knowledge and insights they bring to our clients.”
Janet and Matt work closely with Brinton Eaton’s financial advisors to develop strategies and plans for clients so they can achieve their lifestyle goals in accordance with their personal risk tolerance and timeframes.
Janet has been a financial analyst with Brinton Eaton for three years. Prior to joining Brinton Eaton, Janet worked for KPMG and Eisner LLP for over 25 years as a senior manager working on tax compliance, planning, and research, and participating in the development and design of financial plans both domestic and international. She holds a B.S. degree in accounting from Upsala College and an M.S. in taxation from Seton Hall University. Janet is a CPA and holds the Personal Financial Specialist (PFS) designation. She is also a registered investment advisor and has earned Series 63 and 65 licenses from FINRA. Janet is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the New Jersey Society of CPAs.
Matt has been with Brinton Eaton for over two years. Matt has ten years’ experience working in capital markets trading, both in brokerage and asset management. Matt started his career on the trading desk at Fleet Bank and Bank of New York. Later, he became a trader at Vardon Capital Management, an investment management firm that at its peak had $800 million in assets under management. He holds a B.A. degree from Villanova University.
About Brinton Eaton
Based in Madison, NJ, Brinton Eaton helps its clients protect, grow, administer, and ultimately transfer their wealth through a full range of integrated services, including financial/tax/estate/retirement planning, investment management, charitable giving, and business succession planning. Brinton Eaton’s clients tend to be corporate executives, professionals, entrepreneurs, retirees, and multi-generational families. For more information, visit www.brintoneaton.com.
About the Certified Financial Planner Board of Standards
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.