Richard Persechino, CFP®

Richard (Rick) Persechino is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). In his role, Rick leads a team of advisors and service specialists while working closely with clients to help them navigate complex financial decisions with clarity and confidence. His commitment to building genuine relationships reflects CTWM’s collaborative approach and dedication to personalized planning. Additionally, Rick collaborates with various Connecticut-based companies to support employee financial wellness and retirement education initiatives. Through workshops and presentations, he provides financial guidance […]

Michael Fernandes, CFP®, CPWA®

Michael D. Fernandes is a Managing Advisor at Connecticut Wealth Management (CTWM). He believes meaningful financial planning begins with understanding what matters most to each client. By building lasting relationships, he helps individuals and families make informed financial decisions with confidence. Mike has significant experience working with corporate executives and senior leaders whose compensation extends beyond a traditional salary. He helps clients navigate equity compensation, concentrated stock positions, deferred compensation plans, tax planning opportunities, and liquidity decisions within the context […]

Meredith M. Pickett, CFP®

Meredith Pickett brings more than 14 years of financial planning and client service experience to her role as a Financial Advisor at Connecticut Wealth Management (CTWM). She takes pride in building long-term relationships with clients, going beyond traditional financial strategies to provide personalized guidance and support throughout their financial journey. Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with American Express Financial Advisors. […]

Matt Bonvicini, ABFP®,CFP®

Matt Bonvicini, CFP® joined the Connecticut Wealth Management team in 2021. In his role as Financial Advisor, Matt builds comprehensive plans and investment strategies as part of his commitment to providing exceptional service to his clients. Additionally, Matt serves on CTWM’s Charitable Committee, helping to organize volunteer opportunities for his teammates. He also leads weekly staff meetings, helping the team start their week with a positive outlook while expanding the team’s musical knowledge. Matt is passionate about helping people and […]

Labib Fasihuddin, CFP®

Labib Fasihuddin joined Connecticut Wealth Management (CTWM) in 2017, bringing a deep dedication to serving clients with personalized financial plans and thoughtful portfolio strategies. He is a member of CTWM’s Financial Planning Committee and Investment Committee. Labib’s passion for financial planning is rooted in personal experience. Today, he channels that experience into helping clients build confidence in their financial futures. His goal is to help ensure that clients feel well-cared-for, understood, and empowered to care for their loved ones. Education […]

Kevin Briganti, CFP®

Kevin Briganti joined the Connecticut Wealth Management team in 2020. In his role as a Financial Advisor, he develops comprehensive financial plans and investment strategies for his clients while providing exceptional client service. Education & Certifications Kevin graduated from the University of Connecticut in 2016 with a bachelor’s degree in Economics. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. Affiliations & Community Involvement Kevin has a passion for ice hockey. He is currently an on-ice official in the American Hockey […]

Kathleen Christensen, CPA/PFS, CDFA®

Kathleen M. Christensen brings over 25 years of experience in finance, tax planning, and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM).  She has a strong background in financial planning and investment management and provides wealth management services to high-net-worth clients with complex financial affairs. Kathy oversees CTWM’s Charitable Outreach Committee and is a member of the CTWM Investment Committee. Prior to joining CTWM Kathy worked for Filomeno Wealth Management, Deloitte, and Cigna.  While at […]

Jenna Isleib, CFP®

Jenna Isleib, CFP® joined Connecticut Wealth Management (CTWM) in 2021 after completing the firm’s internship program. As a Financial Advisor, she develops personalized financial plans, implements portfolio strategies, and strives to deliver exceptional client service. With a passion for behavioral finance, Jenna focuses on how emotions and decision-making influence financial outcomes. She is committed to improving financial literacy so clients can feel confident and focus on achieving their aspirations. She also serves on CTWM’s Financial Planning Committee and previously managed […]

Jarrett Solomon, CFP®

Jarrett F. Solomon has more than 22 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Jarrett works with business owners, executives, physicians, and other individuals and families with complex financial needs.  Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and Financial Advisor magazine. He has been quoted in articles in both local and national publications, including the Wall Street Journal, Money magazine, U.S. News and World Report, and Investor’s Business Daily.  He is frequently asked to […]

Dan Ballou, CFP®

Dan Ballou is a Managing Advisor at Connecticut Wealth Management (CTWM). In his role, he leads a small advisory team in providing exceptional client service. Dan primarily focuses on developing comprehensive financial plans and investment strategies for multifaceted clients, including business owners, executives, and high-net-worth individuals approaching retirement. His passion for the industry is in helping people to better understand how their financial wellness impacts their life’s dreams and how a well-laid-out plan can help them achieve their goals, whether […]