Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent FinancialSolutions, a registered investment advisor and separate entity from LPL Financial.CV TRACKING NO #1-024968
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Janet L. Barr,
MS, ChFC, CLU, CDFA, CFS, CIS, CAS, CES
206 East Victoria Street | Santa Barbara, CA. 93101 | (805) 965-0101 Janet@JanetBarrCFS.com www.JanetBarrCFS.com
LPL Branch Manager/Registered Principal
Wealth Manager/Senior Financial Advisor
EXPERIENCEFinancial Advice, Investment Management, Expert Witness Services, Research andInvestment Analysis:
Personally manage over 50 million of assets in mutual funds, REITS,Individual stocks and other investment vehicles through LPL Financial. Utilize a variety of Fee-Based Wealth management services, Brokerage Accounts and Managed Accounts. Provide detailedanalysis of Asset Allocation and comprehensive financial planning for my clients.Personally managethe "team" experience consisting of CPAs, Attorneys, Trust Officers and other professionals.Oversee the process and the team in collaboration acting as your personal CFO.
Hybrid Registered Investment Advisor (RIA)
Partnered with Independent Financial Partners(IFP) and serves in her role as an Independent Wealth Manager. IFP offers advisors access toadditional custodians such as Schwab, Fidelity, and TD Ameritrade. Financial Advisors with IFP areaffiliated with LPL Financial
as part of its “Hybrid RIA” program, which allows Barr to maintain the
independent SEC-registered investment advisor (RIA). Only 3% of LPL Advisors have joined IFPas a Hybrid Registered Investment Advisor.
Chartered Financial Consultant (ChFC)
, focus on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation.Since its inception in 1982, more than 41,000 men and women have met the educational, experience,and ethics mandates needed to earn the ChFC designation. The
Chartered Life Underwriter (CLU)
represents five percent (5%)
of those in the financialservices. Assist with individual and business financial planning concerns such as selecting life andhealth insurance, estate planning, and retirement planning. There are extensive educational,experience, and ethical requirements. As a
Certified Divorce Financial Analyst (CDFA
) and fully trained certified CollaborativeFinancial Professional
, I specialize in divorce settlement planning, lifestyle analysis; provide help inachieving the most fair and financially equitable divorce settlement. Work product consists of personalized spread sheets, graphs customized to a divorce and providing a complete explanation of the reports so that you and your lawyer understand their content. An emphasis is made to help theclient understand the financial issues of personal vs. marital property, tax problems and solutions,splitting the house, retirement and pensions, alimony, and child support.
Independent Financial Partners: Press Release 2/23/12 - http://ifpartners.com/advisors/wp-content/uploads/2012/03/IFP-Growth-Release.pdf
The American College - http://www.theamericancollege.edu/insurance-education/clu-insurance-specialty