How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Craig A. Bernard, CFP®, ChFC, CLU
Founder, Managing Partner
(203) 245-2508
craig@madisonfinancialplanners.com
Craig is the founder and President of Madison Financial Planning. He has 35 years of experience within the financial services field working with both individuals and businesses. He is a graduate of Central Connecticut State University..
Kim Chorney, CFP®
Partner, Certified Financial Planner™
(203) 245-2508
kim@madisonfinancialplanners.com
Kim is a partner of Madison Financial Planning. She has 24 years of experience within the financial services field working with both individual investors and business owners. She is a graduate of Bucknell University...
Terri Testa
Client Service Manager
(203) 245-2508
terri@madisonfinancialplanners.com
Terri serves as a client services manager at Madison Financial Planning. Terri works with new and existing clients to ensure that they receive the outstanding service for which the firm is known. These responsibilities include opening...