Investment Advisor: Barnett Financial Planning
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Company: Barnett Financial Planning
Contact: David I. Barnett
1442 Irvine Blvd., #212
Tustin, California, 92780
Phone: (714) 731-6300
Website: http://www.BarnettFinancialPlanning.com
Fee-only financial planning and asset management for middle-income to high-net-worth individuals and families on an hourly, project, or retainer basis. Our firm specializes in retirement planning, investment management, budgeting and cash flow, education
Serves Counties: Orange (CA), Riverside (CA)
License #: 144590
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 1-5 Years
Designations: CFP
Products:
Reits
Bonds
Stocks
Mutual Funds
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: no minimum
License Type:
Insurance Type:
Disclosure:
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