Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to find the help they needed to map out their financial future. We knew that through education and clear guidance, we could help people better prepare for tomorrow. After years of building independent, successful practices, we realized our clients could benefit from a wider breadth of expertise. This is why Barberio Financial Services & Comprehensive Planning Concepts have formed a strategic partnership. By aligning our respective practices, we combine our specialized training to offer a team-based approach to financial planning. Our shared reputation is built on breaking down complex financial concepts in an easy-to-understand manner, giving you the collective brainpower of two dedicated practices to help you pursue your financial objectives.
Managing Partner
Louis T. Barberio, III (**)
President & Senior Partner
Personal Quotation: “Because most people are not trying to get rich with their money in retirement, they just want to be sure they are never poor.”
Richard Micliz, CFP - In partnership with Comprehensive Planning Concepts
Managing Partner
609-926-3131
Associates
Claire B. Kuhar, CPA (**)
Associate
Personal Quotation: “With a little bit of planning today, your tomorrows will be sunnier.”
Director of Advanced Planning
James Cooney CFP ® ChFC ® CLU ® FSCP ®
Associate
Where did you go to school & what certifications do you have? I went to Providence College and have my CFP, ChFC, CLU, and FSCP designations Favorite Book: Three Body Problem by Cixin Liu Favorite Sports Teams: NY Rangers, Giants,...
Office Staff
Kaitlyn Decker
Office Manager
Personal Quotation: If better is possible, good is not enough. - Benjamin Franklin
Nicole Bergstrom
Client Service Associate
Renee Leopardi
Administrative Assistant
Personal Quotation: The meaning of life is to find your gift. The purpose of life is to give it away. - Pablo Picasso Where did you go to school & what certifications do you have? Growing up in Cincinnati, Ohio, after graduating...