Press Release
Vision Retirement hires a new Relationship Manager & Vice President of Tax Planning
Jean Riordan, CFP®, has officially joined Vision Retirement
RIDGEWOOD, NEW JERSEY (May 9, 2022) –Jean Riordan, CFP®, has come on board as a Relationship Manager and Vice President of Tax Planning, where she will be tasked with helping clients simplify their retirement journey. She brings over 20 years of experience as a financial advisor.
“Being able to provide clients with a fiduciary standard of care is one of the many things that attracted me to Vision Retirement. Nowadays, it’s more critical than ever that clients receive advice that helps them navigate and simplify the complexities of retirement planning—without any conflicts of interest. I also appreciate the fact that Vision Retirement offers a variety of solutions—such as a monthly subscription and various investing options—that make it easy to work with them, regardless of whether someone is just starting out or has saved significant assets.”
“We’re excited to have Jean join our team and are confident clients will enjoy working with her,” said Paul Muller, AEP®, CFP®, Founder and CCO of Vision Retirement. “In her role, she’ll also have the opportunity to further develop our new tax preparation service offering while continuing to serve members of TEG Federal Credit Union, who we’ll be partnering with for years to come.”
Jean graduated from the University of Albany, SUNY with a degree in Business/Management Economics and is a CERTIFIED FINANCIAL PLANNER™ professional. She has three children and currently resides in Poughkeepsie, New York, with her husband Richard.
For her full bio, click here.
About Vision Retirement
Vision Retirement is an independent registered investment advisor (RIA) headquartered in Ridgewood, NJ. Launched in 2006 to better help people simplify their retirement journey, Vision Retirement’s mission is to provide clients with clarity and guidance so they can enjoy a comfortable and stress-free retirement. For more information, call 201.447.2212 or visit www.visionretirement.com.
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