Search our site
divorce360.com provides help, advice and community for people
contemplating, going through or recovering from divorce and the issues around it,
including separation, divorce laws, spousal support and emotional issues.


Profile
       
Directory  :: Financial Professionals  :: Connecticut  :: Shelton
Alison Shirley Perrin CFP, CDFA



Send to a friend
Location/Map

Alison Shirley Perrin CFP, CDFA

Profile
Alison is a financial planner and financial services representative with Barnum Financial Group, An Office of MetLife in Shelton, CT.  Alison joined the Barnum Financial Group so she can offer her clients a wide array of financial products combined with first class customer service.  Alison’s mission is to help her clients identify and achieve their financial goals to help ensure a more rewarding future.    Working with Barnum Financial Group allows Alison's clients to take advantage of the many resources of this first class firm.  Barnum Financial Group considers their clients’ needs, goals and dreams to be of the highest priority.  Representatives with Barnum Financial Group believe in the value of long-term relationships, integrity and uncompromised quality service.  Because of these values, we are consistently rated among the top MetLife firms.   Alison has over 7 years experience in the financial industry.  Prior to joining Barnum Financial Group, Alison worked as a financial analyst for The Travelers Insurance Co. and as a rating specialist and an actuarial student at Blue Cross Blue Shield of Michigan.  Alison graduated from Mount Holyoke College with a B.A. in Mathematics.   Alison was named Outstanding Girl Scout Leader of the Year in the Durham/Middlefield Service Unit in 2001 and is the Coordinator of Family Partnership.  Alison is the President of the Mount Holyoke Club of Hartford and is also an active member of the Institute of Divorce Financial Analysts.    Alison currently lives in Middlefield, CT with her husband, Adam E. Perrin, M.D., and her two children.  In her spare time, she volunteers on the Durham/Middlefield Youth and Family Services Board of Directors and continues to lead her 11th grade Girl Scouts.
Firm overview
About Barnum Financial Group Your Life Is Our Business Barnum Financial Group's business is advancing your financial life. More than 100,000 people rely on our 300 financial professionals for both a comfortable lifestyle today and a secure financial future tomorrow. For the 4th year in a row, we have been ranked MetLife's #1 agency. You work hard for your money. We work hard to help protect and increase it. Everything we do is designed to protect, manage or grow your financial assets. Our comprehensive list of products and services help enable our clients to reach their dreams: Build a comfortable retirement Fund a college education Gain financial independence Save for that new home Reduce or eliminate financial risks Accumulate more wealth Become their own personal money management expert Protect your business At BFG, we also believe in giving back to the community. In 2007, we donated more than $75,000 and 711 volunteer hours to a host of worthy causes including: Mortgage elimination for a family on ABC TV's Extreme Makeover: Home Edition" Back to school clothes for 34 underprivileged kids Bikes and helmets to 300 kids Golf Tournament to benefit the Foundation for Life Charity Gala to benefit the Foundation for Life About 8 percent of American households have a net worth of $1,000,000 or more. Most of them earned that status. Explore our web site. We are here to help you work towards your goals.
Licenses
Series 7 and 65, Life, Accident/Health, Property,
Casualty, Variable Annuities, Variable Life
Education
College/University Degree Year
AB 1984
University of Michigan
Percent of current practice dedicated to Divorce & Family Matters
10 %
Professional associations
Position Association Name Year
Director Barnum Connection for Women 2008
Awards
Organization Name Year
Girl Scouts CT Trails Council Silver Service Award 2007
Durham/Middlefield Service Unit Girl Scouts Outstanding Leader of the Year 2001
Professional speaking
Middletown Adult Education
Employment
Title Employer Year
Financial Advisor Mercury Wealth Management 2006
Financial Planner Burke, Esposito & Associates 2004

Report incorrect data
expand information center
ADVERTISING PARTNERS
divorce focused content ::
divorce most popular ::
1. Is your Marriage Sexless?
Want More Sex in your Marriage? 5 Tips to Help if your Marriage Has Turned Sexless

2. Single Parenting: 10 Tips to a Good Relationship
Relationships: How to Tell if Someone Is Good for Me, if Relationship is Healthy?

3. Two First Borns? Bad Match
Birth Order Can Indicate Whether your Marriage Will Work Out -- or Not

4. 13 Tips to Improve your Marriage
Relationships: You Can Improve Your Marriage if You Want to Work at It

5. When Is a Marriage Worth Saving?
10 Things to Think About When Considering Whether to Stick with a Relationship