Barry brings a diverse background to Everest Capital Private Wealth Management Group of Wells Fargo Advisors, having helped clients build wealth and financial portfolios for over three decades. He attended Fairleigh Dickinson University in New Jersey on a wrestling scholarship, where he graduated with honors with a Bachelors' of Science in Accounting. Upon graduation he worked on Wall Street in New York for the predecessor to KPMG, which was then the largest accounting firm in the country. After several years, his interests drew him to the field of human services and he obtained a Masters' of Counseling Psychology from the University of Vermont. He was a psychotherapist at a mental health clinic before becoming a health care administrator and eventually a director of several hospice programs. As a hospice director he was involved in the development of standards for hospice care which became the template for our national standards. Barry returned to the business world in 1987 as a financial advisor. Since then he has used his accounting, administrative and counseling background to assist clients in achieving their financial goals. He has been very active in community service having been a past president and longtime member of the Woodland Hills Rotary Club. In 2019, Barry was named as a Platinum Council by Wells Fargo Advisors. Barry lives in Ojai with his partner Ginny where he enjoys hiking, bicycling, golf and reading.
CA Insurance License Number: #0A05829, Resident State: CA.
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
