DJ Bartlett Participant Engagement Specialist & Private Wealth Manager

DJ Bartlett serves as Participant Engagement Specialist & Private Wealth Manager at Achieve Retirement, where he combines over five years of financial services experience with a client-first approach. DJ holds his Series 65 license and focuses on helping individuals and families make confident, informed decisions about their retirement.

At Achieve Retirement, DJ leads participant engagement initiatives—hosting webinars, conducting one-on-one consultations, and delivering information designed to help plan participants better understand their retirement options. As a Private Wealth Manager, he builds customized strategies to help clients optimize their 401(k) plans, prepare for income distribution, and implement tax-aware financial plans.

Known for his approachable style and practical guidance, DJ is committed to making retirement planning feel clear, accessible, and empowering.