Advisor

Janet Barr, MS, ChFC, CLU,

CDFA, CIS, CFS, CAS, CES

ChFC designation focuses on the comprehensive process of financial planning as an organized way to collect and analyze information on a clients entire financial situation.
CLUs are highly qualified experts who can assist you with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning.
The CIS has the knowledge needed to create a plan designed to provide a steady stream of income to our clients on a regular basis, using conventional as well as unconventional methods.
A CDFA is a financial professional who has completed the specialized training in the financial issues of divorce through the Institute for Divorce Analysts.
A CFS is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio.
A CES must complete an advanced program designed to educate the advisor on every aspect of estate planning, postmortem planning, and taxation.
A CAS has training and guidance on a wide range of actively and passively managed annuities.

 
Position:

Branch Manager/Registered Principal LPL Financial

Barr has served as a financial advisor since 1994 –for a more extensive look at Janet’s qualifications please see the attached Curriculum Vitae

Janet Barr’s Curriculum Vitae
 
She’s active in the community and volunteers:

  • Board Member and Treasurer, Imagery International (7/2011-present)
  • Board Member and Treasurer, SB Collaborative Law Group (5/2011-present)
  • Board Member and Treasurer, University Club of SB (11/2009-present)
  • Investment Committee, Trinity Episcopal (3/2009-present)
  • Adjunct Faculty at Brooks Institute (March 2000-present)
  • Member / Board Member, Santa Barbara Estate Planning Council since 2005
  • Member of Socially Responsible Investment Forum
  • Member, Int’l Academy of Collaborative Professionals
  • Member, Santa Barbara Lawyer’s
  • Past-President for the SB Financial Planning Association (2000)
  • Past Area Governor with Toastmaster’s International (2000)
  • Has served as a consultant for the UCSB Dept. of Economics (1999)

 

Other accomplishments include:

Sergeant, US Army (1980-1984) selected as first woman non-commissioned officer of the month for Ft. Irwin, CA for June 1984.  Brooks Institute selected Barr as the General Education Instructor of the Year for 2003.
 
Personal:

In her limited free-time Janet enjoys her dog, Kobe (sheltie), classical music, gardening, kayaking, golfing, yoga, traveling and flying in light fixed-wing aircraft.

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