John Barnes

About John Barnes

Independent fee-based Financial Planner John Barnes helps people build and secure their financial futures and pursue their financial goals. His job is to learn what is important to you, what your financial goals are, and to put in place sound and effective strategies to help you work towards them. John advises a diverse audience of couples, singles, professionals, entrepreneurs and small business owners. John specializes in retirement income planning and creating strategies to manage all phases of a life well lived. His process begins with a conversation where we get to know each other and set and clarify goals that are important to you. Once you become a client, his services can include an in-depth written financial plan that is also available on-line, wealth management, investing, asset allocation, defined benefit pension planning as well as protection planning through life insurance, long-term care insurance and effective utilization of assets. Additional services include planning for other life goals like saving for college, home purchases, and charitable giving. His licenses include Series 7, 6, 63, 65 registrations held through LPL Financial and California Insurance License for Life, Health, and Disability. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Financial Planner

   LPL Financial

   Dec 2017 — Present · CA

Education

• Trade Technical College

  Associates of Arts Degree

  1983 — 1985

• California State University-Northridge

  Bachelor of Science

  2008 — 2011

Skills

• System Administration
• Financial Modeling
• Forecasting
• Research
• Management
• Customer Service
• Quantitative Analytics
• Strategic Financial Planning
• Financial Analysis
• Microsoft Excel
• Outlook
• Budgets
• Data Analysis
• Insurance
• Leadership
• Powerpoint
• Team Leadership
• Public Speaking
• Financial Planning
• Visio
• Servers
• Access
• Financial Reporting
• Strategic Planning
• Mutual Funds
• Real Estate
• Training
• Analysis
• Windows Server