Barr Janet CHFC CLU Financial Advisor

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206 East Victoria Street,
Santa Barbara, CA 93101

www.JanetBarrcfs.com

(805) 965-0101

034426530-119703375

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Business DetailsAdd More Info

Products & Services

Annuities
Asset Allocation
Asset Management
Bonds
Brokerage Services

Annuities
Asset Allocation
Asset Management
Bonds
Brokerage Services
Chartered Life Underwriters
Diversification
Estate Planning
Financial Education Workshops
Index Funds
Individual Retirement Accounts
Investment Management
Investment Planning
Investments
Mutual Funds
No Load Funds
Retirement Planning
Roth Individual Retirement Accounts
SEP Individual Retirement Accounts
Wealth Management

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Specialties

Asset Allocation
Comprehensive Financial Planning
Divorce Planning
Estate Planning
Wealth Management

In Business Since

1994

Licensed, Insured

Hours of Operation

Mon 09:00 AM-05:00 PM
Tue 09:00 AM-05:00 PM
Wed 09:00 AM-05:00 PM
Thu 09:00 AM-05:00 PM
Fri 09:00 AM-05:00 PM

Additional Information

Creating Financial Peace & Understanding, Wealth Management & Investments, Socially Responsible & Green Investing, Securities Offered Thru LPL Financial, Member SIPC Finra

Certification & Affiliations

Certified Divorce Financial Analyst
Chartered Financial Consultant
Chartered Life Underwriter
Financial Planning Assoc.
Int'l Academy Of Collaborative Professionals

Certified Divorce Financial Analyst
Chartered Financial Consultant
Chartered Life Underwriter
Financial Planning Assoc.
Int'l Academy Of Collaborative Professionals
SB Estate Planning Council
Socially Responsible Investment Forum

Less

Areas Served

CA

View All

Products & Services

Annuities
Asset Allocation
Asset Management
Bonds
Brokerage Services

Annuities
Asset Allocation
Asset Management
Bonds
Brokerage Services
Chartered Life Underwriters
Diversification
Estate Planning
Financial Education Workshops
Index Funds
Individual Retirement Accounts
Investment Management
Investment Planning
Investments
Mutual Funds
No Load Funds
Retirement Planning
Roth Individual Retirement Accounts
SEP Individual Retirement Accounts
Wealth Management

Less

Specialties

Asset Allocation
Comprehensive Financial Planning
Divorce Planning
Estate Planning
Wealth Management

In Business Since

1994

Licensed, Insured

Ownership

Female Owned

Hours of Operation

Mon 09:00 AM-05:00 PM
Tue 09:00 AM-05:00 PM
Wed 09:00 AM-05:00 PM
Thu 09:00 AM-05:00 PM
Fri 09:00 AM-05:00 PM

Additional Information

Creating Financial Peace & Understanding, Wealth Management & Investments, Socially Responsible & Green Investing, Securities Offered Thru LPL Financial, Member SIPC Finra

Certification & Affiliations