Barry Jamieson

About Barry Jamieson

I am a Certified Financial Planner at rebel Financial. I provide tailored, comprehensive financial planning solutions for individuals and families. Additionally, I develop personalized plans that address key concerns such as wealth management, retirement planning, tax efficiency, and estate planning. Using my expertise and services, I collaborate with clients to- Develop retirement projections tailored to each family member - Select optimal financial strategies - Maximize Social Security benefits - Navigate healthcare options - Create essential estate planning documents My Background Before joining rebel Financial, I spent several years at Ohio State University as a Senior Project Manager and Disability Researcher. I bring extensive knowledge of Medicare, Medicaid, and Social Security, with over 25 years of experience in long-term care and disability policy. As a long-time resident of central Ohio, I enjoy reading, gardening, and staying physically active in my free time. About rebel Financial rebel Financial is a Registered Investment Advisory firm that offers financial planning, advice, and asset management services. Founded in 2013 by Phil Ratcliff, rebel Financial operates as an independent, fee-only, fiduciary firm, prioritizing clients\' interests over those of large corporate entities. The firm is committed to reducing bureaucracy, increasing efficiency, and minimizing conflicts of interest. Clients can choose from various service tiers, selecting financial planning packages that best meet their needs and budget. rebel Financial\'s mission is to deliver value through comprehensive and personalized financial services.

Experience

1. Associate Advisor

   Rebel Financial

   Apr 2022 — Present · Columbus, OH, US

Education

• The Ohio State University

  BA, Economics

  1980 — 1984

• The Ohio State University

  MA, Economics

  1984 — 1986

Skills

• Policy Analysis
• Project Management
• Financial Modeling
• Finance
• Forecasting
• Healthcare
• Policy
• Data Analysis
• Strategy
• Strategic Planning
• Human Resources
• Sales
• Project Planning
• Research
• Management
• Leadership
• Budgets