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 joined as a Relationship Manager and Vice President of Tax Planning. She will help clients simplify their retirement journeys and 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 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 or has saved significant assets.”

“We are thrilled to welcome Jean to our team. Her addition will undoubtedly enhance our services, and we are confident that our clients will find her expertise and approachable nature a valuable asset. In her new role, she will be instrumental in developing our new tax preparation service and maintaining our partnership with TEG Federal Credit Union.”

Jean graduated from the University of Albany, SUNY, with a Business/Management Economics degree and is a CERTIFIED FINANCIAL PLANNER™ professional. She has three children and resides with her husband, Richard, in Poughkeepsie, New York.

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.