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1903 Wright Place, Suite 150
Carlsbad, CA 92008
760-431-3040 |
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Barbara is a Certified
Financial Planning Practitioner and partner
in the firm Financial Focus.
Her ability to focus on
the details combined with her pragmatic, conservative approach to investment planning, timing and placement provides
the all-important depth and breadth to
the process of performing detailed financial analysis and rendering timely accurate investment advice.
Barbara is married and
has two children. Along with her
husband, John, Barbara takes an active
role in her children's activities.
Barbara serves on the Finance
Committee at her church, Coastline
Community Church. Christian values
help guide Barbara in her decision
making process and business practices.
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CV
HIGHLIGHTS
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BS degree in Finance - Drexel University, Philadelphia, PA
Certified Financial Planner Practitioner (CFP)
- College for Financial Planning, Denver, CO |
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Registered Principal - National Planning Corporation
Insurance Licensed - Insurance and Annuities - License No. 0632635
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Financial Focus is registered with the State of California as a Registered Investment Advisor |
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Copyright
2009 - Financial Focus
- - - -
All information herein has been prepared solely for
informational purposes, and it is not an offer to buy or sell, or
a solicitation to buy or sell any security or instrument or to
participate in any particular trading strategy. Financial
Focus is a Registered Investment Advisor. Securities licensed
associates of Financial Focus are Registered Representatives
of National Planning Corporation (NPC), NPC of America in
FL & NY, Member FINRA/SIPC,
a Registered Investment Advisor. Investment Advisor
Representatives of Financial Focus and NPC may transact securities
business in a particular state only if first registered,
excluded or exempted from Broker-Dealer, agent or Investment
Advisor Representative requirements. In addition, follow-up
conversations or meetings with individuals in a
particular state that involve either the effecting or
attempting to effect transactions in securities, or the
rendering of personalized investment advice for
compensation, will not be made absent compliance with state
Broker-Dealer, agent or Investment Adviser Representative
registration requirements, or an applicable exemption or
exclusion. Financial Focus and NPC are separate and
unrelated companies. |
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