Meet Janet

Janet Barr founded Wealthcare Partners of Santa Barbara and brings more than 32 years of experience to her role. Committed to helping women—especially those in their 50s, 60s, and 70s—approach their financial lives with greater confidence, she provides comprehensive guidance across retirement and insurance planning, investments, tax strategies, estate preservation, and wealth transfer. Janet is active in the Santa Barbara financial planning community, is a U.S. Army veteran, and graduated from the University of California.

 

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially resilient plan. It is crucial to create a financial plan that seeks to address your needs now, and that plans for the future, in a tax efficient manner.

Our Solutions

 

Insure

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can safeguard policyholders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

 

Manage

Along with the resources offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

 

ESG

For those investors who desires to align their investment decisions with their views on the importance of preserving the environment and mitigating adverse climate effects, CFS offers portfolios that utilize sustainability funds that cover U.S. and international developed market equities.

My Experience

As a Chartered Financial Consultant (ChFC), focus on the comprehensive financial planning process as an organized way to 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%)2 of those in the financial services. Assist with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning. There are extensive educational, experience, and ethical requirements.

  • University of California, Santa Barbara, CA 1991
    • Bachelor of Arts (BA)
  • American College, Bryn Mawr, PA 2001
    • Chartered Financial Consultant (ChFC)
  • American College, Bryn Mawr, PA 2005
    • Chartered Life Underwriter (CLU)

Learn More

We manage assets for individuals and families, providing investment management and financial planning services.

Contact Us

Blogs

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Should You Retire at the Same Time As Your Spouse?

Janet Barr |
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...
default blog image

Should You Retire at the Same Time As Your Spouse?

Janet Barr |
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...