Vern is considered a legend and a pioneer in the financial planning field. He is recognized among his peers and the financial media as one of the leaders in the financial planning movement before it was a real discipline. His accomplishments in the financial planning field are unparalleled. They include among other achievements:
He was a member of the CFP Board of Standards
Founder and Chairman of the National Endowment for Financial Education
He wrote the first training manual for financial planners in 1979
Authored two books for the benefit of the public: “Money Use it or Lose it” and Getting and Investment Game Plan, both published by John Wiley and Sons
He is currently writing another book entitled “How do I Know You Won’t Steal my Money”
He conducted hundreds of public seminars and financial education workshop for the executives of major US corporations like IBM
Contributed 92 financial planning columns to theStrret.com, a Jim Cramer website
Wrote and published 32 articles for the Journal of Financial Planning
After the tech crash of 2000 / 2002 he wrote an article for the Journal of the American Association of Individual Investors entitled “Makeover for a Bear Mauled Portfolio, How to Create a Winning Game Plan”
He was the Chairman of the College for Financial Planning which created the CFP designation and helped create the first standards for financial planners
He appeared 317 times on CNBC, Bloomberg, NBC and ABC among others hence the nicknames “Mr. Mutual Fund” and “Mr. Retirement”
Member of the Education Committee of the Securities Industry Association
He is in “Who is Who in Finance and Industry
Member of the National Board of the Financial Planning Association and founder of the Westchester NY Chapter of the FPA
He has been a CFP® since 1978
Vern holds a degree in Philosophy from Wheaton College in Illinois and 35 Graduate credits from American University, University of Southern California, and New York University.
He is a retired Major in US Air Force. He was also a liaison officer for the Air Force Academy.
Vern and his team has managed portfolios and done financial planning for clients for a combined 82 years. Like the popular TV ad says “We know a thing or two because we have experienced a thing or two”. We like to add that “Money is never our client, real people are”
Call Vern for a complimentary discussion at 203 321 1220 or his cell at 203 247 3726
Check Vern Hayden's Background Here:
Holistic Wealth Management
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.
Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services and tax strategies.
Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
Technology - View your account statements, account values, holdings and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, account statements all in one place.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Vern Hayden is an independent contractor of Money Concepts