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    • Janet Barr, MS, ChFC, CLU
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Janet Barr, Financial Planner

"I want to create financial confidence and understanding

for my clients  - it's about helping them address their goals."

 

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Janet Barr, MS, ChFC, CLU

Wealth Manager
LPL Registered Principal

805.965.0101
805.965.0199
@JanetBarrCFS
Janet@janetbarrcfs.com

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)

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About

  • Janet Barr, MS, ChFC, CLU
  • Meet the Team

Schedule a Call

Schedule a 15 minute call

5266 Hollister Ave. #325, Building C
Santa Barbara, California
93111 United States

ADV2A  ADV2B  CRS_WCAP
  •  Tel: 805.965.0101
  •  Toll Free:
  •  Fax: 805.965.0199
  •  Janet@janetbarrcfs.com
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Janet Barr is a LPL Registered Principal with and securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners dba Collaborative Financial Solutions, LLC a registered investment advisor.

Collaborative Financial Solutions and Wealthcare Advisory Partners are separate entities from LPL Financial. The LPL registered representatives from

Collaborative Financial Solutions, may only discuss securities or transact business with persons who are residents of AZ, CA, MO, MT, OH, OR, PA, TX, VA, and WA.

Janet Barr | domiciled in the state of California | Principal Place of Business is: 5266 Hollister AVE STE 325, Santa Barbara, CA 93111-3047 | CA Insurance Lic# 0B33145.

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