Paul Barry
Principal & Financial Advisor at Stark Wealth Management
- Role
- Financial Advisor at Stark Financial Group
- Location
- Easton, PA, US
- LinkedIn followers
- 500 followers
About Paul Barry
Wealth Management | Financial Planning | Life Insurance | 401k Rollovers | Tax-Managed…
Experience
Financial Advisor
Jul 2016 — Present
IRA\'s, 401k Rollovers, investment planning, tax efficient investment strategies, wealth preservation, income distribution modeling. Institutional Investment solutions: 401k\'s, Simple IRA\'s, SEP IRA\'s, defined contribution & defined benefit plans, Life Insurance.
Education
Liberty University
Bachelor’s Degree, Business Administration and Management
2002 — 2006
Liberty University
Master of Business Administration - MBA, Finance, Economics & Accounting
2013 — 2015
Skills
- Retirement Planning
- Wealth Transfer
- Investments
- Financial Planning
- Iras
- Life Insurance
- Mutual Funds
- Series 7
- Wealth Management
- 401k Rollovers
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