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    • Janet Barr, MS, ChFC, CLU
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    • LPL Financial
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janetbarr

Personal Details
First Name: 
Janet
Last Name: 
Barr
Licensed Title: 
Wealth Manager LPL Registered Principal
Designation: 
MS, ChFC, CLU
Phone: 
805.965.0101
Fax: 
805.965.0199
Skype: 
janetbarrcfs
Rep ID: 
6EWB
Organization Details
Organization Name: 
Collaborative Financial Solutions
Organization Description: 

We are dedicated to providing investment management and strategic wealth planning for women. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide independent opinions striving to pursue long term investment results.

Collaborative Financial Solutions (CFS) does this with the highest levels of integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Office Location
Office Name: 
Collaborative Financial Solutions
Street Address: 
5266 Hollister Ave. #325, Building C
City: 
Santa Barbara
State/Province: 
California
ZIP/Postal Code: 
93111
Country: 
United States
License Information
Insurance Licensed State/Province: 
Arizona, California, Michigan, Washington, Texas, Ohio, Idaho, Oregon, Pennsylvania, Montana
Headshot and Biography
Personal Photo: 
Biography: 
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) Read more  
Vision Statement: 
"I want to create financial peace and understanding for my clients--it's about helping them achieve their goals."
OSJ (US only)
OSJ Name: 
LPL Wealthcare
OSJ E-mail address: 
Mark.Bredin@LPL.com
Disclaimer
Disclaimer: 

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.

Collaborative Financial Solutions © 2006-2017 All Rights Reserved

Tracking #1-412622

LPL Financial Form CRS

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
  •  
  •  
  •  

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.

Collaborative Financial Solutions © 2006-2017 All Rights Reserved

Tracking #1-412622

LPL Financial Form CRS

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