Janet Barr of Collaborative Financial Solutions & Wealth Management has over 20 years of financial advising experience and believes in creating financial confidence and understanding. UNIFY Investments & Insurance and Collaborative Financial Solutions & Wealth Management look forward to helping guide you towards achieving your financial goals.
As a Chartered Financial Consultant, Janet has served as a wealth manager and financial advisor for 23 years. Janet has experience in all areas of financial planning including retirement planning, insurance planning, tax reduction strategies, investments, investment selection, risk analysis and monitoring, estate preservation and wealth transfer.
“My passion as a financial advisor is to create an environment where my clients feel comfortable expressing concerns about money while gaining the knowledge and confidence they need to understand their entire financial picture. By becoming engaged in the entire process, their perspective about money shifts from a place of anxiety to one of clarity and empowerment.”
An active community member and resident of Santa Barbara, Janet has worked with the Santa Barbara Financial Planning Association and the SB Estate Planning Council and she is a US Army veteran.
Collaborative Financial Solutions & Wealth Management
5266 Hollister Ave #220, Building B
Santa Barbara, CA 93111
Serving UNIFY members in Camarillo, Oxnard, Ventura, and Santa Barbara.
Professional Services & Products
- Retirement Planning
- College Planning
- Wealth Transfer
- IRA Rollovers
- Tax Advantaged Investing
- Stocks, Bonds, Mutual Funds, & Annuities
- Alternative Investments
- Certificate of Deposit
- Insurance Services
Registered In: AZ, CA, MO, MT, OH, OR, TX, VA, and WA. Janet Barr is a registered representative with, and securities are offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Collaborative Financial Solutions & Wealth Management, a registered investment advisor and separate entity from LPL Financial.
UNIFY Financial Credit Union and