About Janet
Janet Barr joined Wealthcare Advisory Partners in 2019 and founded Wealthcare Partners of Santa Barbara in Santa Barbara, CA. She has more than 25 years of experience and believes in helping clients find financial confidence and understanding. In 2019, Janet partnered with Wealthcare Advisory Partners to provide her clients with a goals-driven experience that connects planning and investing.
As a Chartered Financial Consultant (“ChFC”), Janet has experience in all areas of financial planning including retirement and insurance planning, tax reduction strategies, investments, investment selection, risk analysis, monitoring, estate preservation, and wealth transfer. As a female advisor, Janet brings a different voice to the table and educates clients, listens to their goals and desires, and provides them with a customized financial plan and investment strategy.
Janet’s passion is creating an environment where clients feel comfortable expressing their goals and concerns about money while gaining the confidence they need about their financial well-being. She encourages and empowers clients to participate in the complete process, as it can create a clearer, less stressful wealth experience.
Janet follows Wealthcare’s collaborative GDX360® process to give clients what they need: an advisor to guide them in pursuit of building and monitoring a financial roadmap. She uses Wealthcare’s Comfort Zone® to provide clients with strategies rooted in the confidence that comes from having a flexible, actionable plan that adjusts as life changes.
Not one to sit idly, Janet is active in her community. She’s worked with the Santa Barbara Financial Planning Association and the Santa Barbara Estate Planning Council. A sought-after speaker, she has been interviewed and quoted in numerous publications over the years. Janet is proud to be a veteran, having served her country as a Sergeant in the US Army. Janet graduated from the University of California with a Bachelor of Arts degree.
