Janet Barr MS, ChFC, CLU
Wealth Manager
LPL Registered Principal
Phone: 805-965-0101
Fax: 805-965-0199
Skype: @JanetBarrCFS
E-mail: 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)
