Advisors at this firm
Rachel A
Series 65
Haddonfield, NJ
Haddonfield Financial Planning LLC
Rachel Allison is a financial advisor at Haddonfield Financial Planning LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Bank of America. Allison serves as treasurer for the Friends of the Indian King Tavern Museum. Haddonfield Financial Planning serves individuals, families, and institutional clients, including high-net-worth clients, trusts, pension plans, and charitable organizations. The firm offers comprehensive financial planning and asset management, emphasizing strategic asset allocation and a long-term, buy-and-hold investment approach.
Darin B
Series 65
Haddonfield, NJ
Haddonfield Financial Planning LLC
Darin Brockman is a financial advisor at Haddonfield Financial Planning LLC with a Series 65 license and no prior industry experience. His work history includes roles at Thomas Jefferson University and its Affiliates, Puff Wealth Management LLC, and The Campbell's Company. Haddonfield Financial Planning serves individuals, families, and institutional clients such as high-net-worth clients, trusts, pension plans, and charitable organizations. The firm focuses on strategic asset allocation and diversification through a long-term, buy-and-hold investment approach, offering comprehensive financial planning and asset management alongside consultation options.
Adam P
Series 63, Series 66
Haddonfield, NJ
Haddonfield Financial Planning LLC
Adam Puff is a financial advisor with Haddonfield Financial Planning LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wealth Management Associates and Securities America, Inc., as well as seven years with LPL Financial. Puff serves as 3rd Vice President of the Haddonfield Lions Club and is a board member and head of the investment committee for the Haddonfield Educational Trust. Haddonfield Financial Planning serves individuals, families, and institutional clients, including high-net-worth individuals and charitable organizations. The firm emphasizes strategic asset allocation and diversification with a long-term, buy-and-hold investment approach and integrates insurance and annuity products into its financial planning solutions.