About Us
Titan Financial Group was founded by Jonathan Barrett, CFP® — a fiduciary financial planner with over 18 years of experience, a Professor of Finance at Seton Hall University, and one of fewer than 100 advisors in the country licensed by the NFLPA to work directly with professional NFL players. Jonathan has completed advanced programs at Wharton, Harvard, and Columbia, and has built a team of credentialed specialists dedicated to one mission: delivering comprehensive, personalized financial planning that actually changes lives.
Our firm is built on three pillars — the accumulation, protection, and distribution of your wealth. Every plan we build starts with listening: understanding who you are, what you've built, and where you want to go. From there, we craft a strategy tailored specifically to you — not a template, not a product pitch.
We operate as fiduciaries, which means we are legally and ethically required to put your interests first, always. Our team includes specialists in retirement planning, Special Needs planning, LGBTQ+ financial planning, athlete wealth management, and family office services — giving us the depth to serve clients with complex, unique, or evolving financial needs.
Whether you're just starting out, approaching retirement, navigating a major financial event, or planning your legacy, Titan Financial Group has the expertise, credentials, and commitment to guide you every step of the way.
Jonathan Barrett CFP®
Founder, CEO and Managing Partner
Stephen Blazejewski CFP®
COO, Senior Partner, Lead Planner
Justin Branch CFP®
Partner | President Special Needs Division
Stephen Scafidi RPS®, HLP®
Partner, Director of Development
Aaron Paglia QPFC®
Partner, Financial Advisor
Heather Aguinaldo
Client Services Associate
Samantha Perrette
Executive Assistant
Our Services
Financial Planning
A strong financial plan is the foundation of everything else — and no two plans look alike. At Titan Financial Group, we start by understanding your full picture: your income, assets, goals, timeline, tax situation, and the life you want to build. From there, we design a comprehensive strategy that covers everything from budgeting and savings to retirement income, estate planning, college funding, and risk management. We don't sell products — we build plans. And we update them as your life evolves, because the best financial plan is one that grows with you.
Investment Management
We manage customized investment portfolios built around your specific goals, risk tolerance, and time horizon — not generic model portfolios designed for everyone and no one. Our approach is active and research-driven: we adjust your portfolio as market conditions, interest rates, and your personal circumstances change. We use a full range of investment vehicles — including equities, fixed income, structured notes, and alternative strategies — to pursue growth while managing downside risk. Every investment decision is made with your long-term financial independence in mind.
Planning for Retirement
Retirement planning is about more than saving — it's about building income streams that last as long as you do. We help you design a retirement income strategy that draws from the right accounts in the right order, minimizes taxes across your lifetime, and ensures your portfolio continues working for you in retirement. This includes Social Security timing, Roth conversion planning, Required Minimum Distribution (RMD) management, pension optimization, and structured income solutions. Our goal is a retirement where you never have to worry about running out of money.
Solutions for Family Protection
Your financial plan is only as strong as its foundation — and that foundation includes protecting what you've built. We help families put the right safeguards in place: life insurance structured to match your actual needs, disability income protection, long-term care planning, and estate strategies that ensure your assets go where you intend. We coordinate with attorneys and tax professionals to make sure every piece of your protection plan is legally sound, cost-efficient, and aligned with your overall financial strategy. Because the right plan doesn't just build wealth — it protects it.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Headquarters
Woodbridge, NJ 07095