Our Qualifications

·Professional Designations

Series 7   -license to advise on general securities; stocks & bonds,ect.
Series 63 -license to advise & transact mutual funds
Series 66 -license to offer fee based planning
CDFA, Certified Divorce Financial Analyst
CSA, Certified Senior  Advisor

Washington State Insurance License
20+ Years experience in investment management

B.A., Universtiy of California Santa Barbara
M.Ed., University of California San Francisco

Teaching Experience

Community College Instructor at:
Bellevue CC, Renton Technical College, Edmonds CC,South Seattle CC, Shoreline CC, Everett CC. In addition, Barbara has been a speaker at several large local companies and private events on the following topics:

Retirement Planning
Sustainable & Responsible Investing
Planning An Income For Life
Women & Money
 

Dedicated to developing lasting relationships with all my clients, I believe in helping each person become confident in assessing his, or her, financial goals and participating in the financial management process. My objective is to provide clear, easily understood explanations of financial products and services. The individualized program that I provide is a personal roadmap to guide you towards a secure financial future.

Community Involvement

Money Wi$e Women Forums Instructor

Member of Women Business Owners, Seattle

eWomen Bellevue

Community Advisory Board Member for Dress For Success Seattle