Barry is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a Wealth Manager since 1998. He earned his undergraduate degree from the University of Michigan and completed his MBA in Finance at the Kellogg School of Management (Northwestern University). He is a Registered Principal, as well as a Branch Manager with LPL Financial. As an active member of the Financial Planning Association and Chicago Estate Planning Council, Barry is kept abreast of changes in the Financial Planning community, both locally and nationally. In addition to being an Investment Advisor Representative of Leslie Global Wealth, he holds the Series 24, 7, 31, 51, 63 through LPL Financial, and Life & Health Insurance Licenses. He also has his Private Pilot license and loves to fly.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.