Ann  Minnium

Ann Minnium

| CFP®

Concierge Financial Planning, LLC

Fee Only Financial Planner Located in Scotch Plains, NJ

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Cash Flow and Budgeting
  • Hourly Planning Fee Structure
  • Middle Income Client Needs
  • High Net-Worth Clients
  • Women's Financial Issues

Visit Us

1371 Cooper Road
Scotch Plains, NJ 07076

Ann Minnium is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Ann Minnium, CFP® is the founder and Principal of Concierge Financial Planning, LLC. She provides as needed financial planning advice and comprehensive financial plans to people from all walks of life. As an outreach to the community, Ann also offers complimentary financial planning seminars on a variety of topics.

The foundation of Ann’s Financial Planning expertise is built from two powerful and distinct experiences, the combination of which provides a uniquely strong base to help people make smart personal financial decisions.

Ann started the first chapter of her professional career swimming with the sharks on Wall Street, working first at JP Morgan where she built on her Williams College education via the intense Morgan Finance Program training. She later moved to Bankers Trust Company and was involved in the birth of the Financial Derivatives market. She ended this phase of her professional career at what is today Deutsche Bank Hong Kong adding an international dimension to her experience base.

In the second chapter of Ann’s professional history, coincident with the early years of her three children, Ann worked to apply her skills to the non-profit world on a pro bono basis. In many ways, this challenge matched that of Wall Street as the funds are more limited and the consequent need to efficiently save and deploy them is intense.

In founding Concierge Financial Planning, Ann is marrying skills learned in the first two chapters of her professional life: Wall Street sophistication with a Main Street desire to help people get the best advice in the most efficient manner.

Ann is among a small minority of financial planning professional who have earned the CERTIFIED FINANCIAL PLANNER™ mark, conferred by the Certified Financial Planner Board of Standards. CFP® practicioners must meet strict education, examination, experience, and ethics requirements.

As a business owner, Ann is able to focus solely on her customers without the need to maximize every penny of revenue; there is no boss breathing down her neck to increase “billable hours” and prospect for new clients. This suits her as she is motivated by each client’s success and peace of mind.