Brian Barrett
Co-Founder of Casey Barrett Financial & Insurance Services
- Role
- Financial Educator at Money Management Educators, Inc
- Location
- Santa Rosa, CA, US
- LinkedIn followers
- 500 followers
About Brian Barrett
At Casey Barrett, we believe that financial success is, at its core, fueled by strategy, confidence, and having the right advisors by your side.Financial planning is an act of creating a secure, strategic, and confident future for you and the people you care about.At Casey Barrett, we believe in a different kind of wealth management—one that prioritizes education, strategic planning, and long-term financial success.Founded by Thomas Casey and Brian Barrett, our firm is built on a foundation of expertise, trust, and an unwavering commitment to our clients.
Experience
Financial Educator
Money Management Educators, Inc
Aug 2025 — Present
Since 1989, Money Management Educators has been providing our interactive seminars for corporations across the United States – both large and small. Staffed with financial instructors, we are an ‘education only’ group. We are passionate about financial wellness education and our instructors are committed to teaching others how to take ownership of their financial future.
Education
Monterey Peninsula College
Associate’s Degree, Business Administration and Management, General
2012 — 2015
Sonoma State University
Bachelor’s Degree, Marketing
2015 — 2017
Skills
- Estate Planning
- Business-to-Business Advertising
- Brand Development
- Account Management
- Asset Protection
- Customer Service
- Sales Management
- Retail
- B2b
- Life Insurance
- Social Media Marketing
- Advertising
- Marketing Strategy
- Email Marketing
- Sales
- Wealth Accumulation
- Retirement Planning
- Marketing
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