Barry Friedson, CFP®, CFA®
Masters of Business Administration, Stern School of Business, NYU Finance
Master of Science in Engineering, University of Pennsylvania, Computer Information Systems
Bachelor of Science in Engineering, University of Pennsylvania, Computer Science Engineering
Chartered Financial Analysts Institute
New York Society of Security Analysts
Professional Registrations and Licenses:
FINRA Series 7 & 66 Registrations
Life, Health, and Accident Insurance Licenses (multiple states)
Barry Friedson has over 19 years of financial industry experience. Before joining Allied Wealth Partners in 2013, he spent over ten years delivering complex trading and portfolio optimization solutions for portfolio managers and traders at various financial institutions including Alliance Capital, Deutsche Bank and Arden Asset Management, where he was the Chief Technology Officer.
Prior to joining Langdon Ford Financial (now Allied Wealth Partners), Barry spent over ten years delivering complex trading and portfolio optimization solutions for portfolio managers and traders at various financial institutions including Alliance Capital, Deutsche Bank and Arden Asset Management, where he was the Chief Technology Officer. Barry combines extensive market knowledge and analytical skills to help his clients crystalize future goals and develop a tailored financial blueprint to work towards achieving their dreams.
Barry has been awarded the CERTIFIED FINANCIAL PLANNER TM (CFP ®) designation. To earn the CFP® an advisor must have a Bachelor's Degree, have at least three years of full-time financial planning related experience, and complete course work in the following areas: insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. The advisor must pass a comprehensive 10 hour examination. He is also a Chartered Financial Analyst (CFA®). In addition to holding his NASD Series 7 and 66 licenses, Barry is a licensed broker of life, health, disability and long-term care insurance. Barry earned his Masters of Business Administration in Finance from the Stern School of Business at New York University as well as duel engineering degrees from the University of Pennsylvania.
When working with his clients, Barry combines the market knowledge and analytical skills gained during his Wall Street career to help his clients define and reach their financial goals. He understands that every client's is unique and develops customized solutions to match each client's specific situation.
Barry resides in Scotch Plains with his wife, Denise, their two children. He is involved in many local charitable organizations including Mobile Meals in Westfield, The Valerie Fund, the Leukemia and Lymphoma Society, as well as a family foundation through UJA in New York. Barry is an active member of the Penn and NYU Alumni association. He is an avid runner having completed multiple full and half marathons and a lifelong fan of NJ Devils.
Barry is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.