John Barrios
Certified Financial Planner at Barrios Financial Services
- Role
- Certified Financial Planner and Owner at Barrios Financial Services
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About John Barrios
As a Certified Financial Planning practitioner I promote the one essential of financial…
Experience
Certified Financial Planner and Owner
Jul 2001 — Present · Collierville, TN, US
Comprehensive financial planning and investment advisory services, including estate planning, succession planning for business owners, executive benefits, retirement planning and wealth management.
Education
College for Financial Planning
CFP Professional Education Program
1999 — 2002
Haslam College of Business at the University of Tennessee
Finance
1977 — 1981
Skills
- Investment Strategies
- Alternative Investments
- Employee Benefits
- Fixed Annuities
- Financial Services
- Financial Planning
- Mortgage Lending
- Retirement
- Bonds
- Strategic Financial Planning
- Education Funding
- Portfolio Management
- Loans
- Investment Management
- Long Term Care Insurance
- Investments
- Executive Management
- 401k
- Life Insurance
- Finance
- Wealth
- Wealth Management
- Asset Management
- Asset Allocation
- Mutual Funds
- Financial Goals
- Retirement Planning
- Series 6
- Insurance
- Term Life Insurance
- Small Business
- Disability Insurance
- Executive Pay
- Fixed Income
- Business Continuity Planning
- Iras
- Securities
- Estate Planning
- Financial Planners
- Options
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