Whatever your financial situation is, Barry provides comprehensive planning, guiding you with clear, simple language, to help you make the best money decisions. He ensures you know where you stand for wealth growth and preservation.
As a financial advisor with over 25 years of experience, Barry puts your best interest first. He is a former vice president of Lee Financial Group Hawaii, where he advised high net-worth investors with at least $1 million in investable assets. Clients praise him for giving them peace of mind, being dependable, and reducing their money stress.
Barry is licensed in and serves Hawaii and Utah. He and his wife currently live in Provo, UT, and his 5 grown children and 1 grandchild live nearby. He enjoys surfing and snowboarding with his family.
Barry specializes in estate planning, focusing on multi-generational and business considerations, and portfolio management.