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As a fee-based LPL Financial Planner, John Barnes' goal is to help individuals achieve financial freedom and security. With over 8 years of experience in the financial services industry, John provides personalized financial planning and investment services to individuals and families in California and throughout the US. He specializes in retirement planning, estate planning, and insurance solutions. Through his bespoke approach, John empowers clients to pursue their dreams and build a legacy that lasts. His mission is to simplify the complex world of finance, making it accessible and understandable for his clients. With his unique blend of compassion, expertise, and attention to detail, John is dedicated to delivering exceptional results and building lasting relationships with his clients.
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The Leonard Financial Group, LLC is a professional financial planning firm in Southern California that provides expert objective advice and comprehensive financial services. We want you to take action toward your financial success. Our experienced advisors work with your individual situation to set goals and help you achieve them. We utilize a client-centered approach based on trust and cooperation. We're here to help you achieve your ultimate investment ambitions.
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Leivas Wealth Management is a financial services firm dedicated to helping clients achieve their financial goals. We offer a range of services including investments, insurance, and estate planning. Our experienced professionals work closely with each client to understand their unique situation and develop a personalized strategy for their financial future.
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