J. Reed Finney, CFP®, CLU®
Wealth Management Advisor
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With over 27 years of financial planning experience, Reed Finney understands complex financial issues and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time.
As a partner at Bleakley, Schwartz, Cooney & Finney, one of the largest wealth management practices within Northwestern Mutual, Reed offers high quality investment and wealth management programs and services. Reed’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Reed can help create a complete financial plan, whether a client is focused on managing their current financial situation or on protecting and preserving assets over the long-term.
Reed is a graduate of Lehigh University - College of Finance and Economics with a Bachelor’s degree in Finance. He has earned the Chartered Life Underwriter (CLU®) professional designation, along with the Certified Financial Planner™ (CFP®) certification. He also holds FINRA Series 7, 63 and 66 licenses.
Click here to read a recent article Reed has written on Long Term Care featured in Worth® Magazine.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.