Barry has always believed that when your vision is clear, your decisions become easy.
As a result, Barry is devoted to helping individuals and business owners define their unique goals, and craft a custom plan to help achieve them. With understanding, care, and a passion for results, he empowers his clients to make financial decisions with confidence, and strives to give them peace of mind through both abundant and challenging financial times.
Barry specializes in designing customized retirement income distribution and investment strategies. For many clients, this includes optimizing their spendable, after-tax income during retirement while also helping to maximize the legacy they leave to their children, grandchildren and other family or charities they care about.
Barry is a CERTIFIED FINANCIAL PLANNER™ Professional, and uses his education, training and all of his professional and personal life experiences for the benefit of every client. Barry is a Registered Representative with Commonwealth Financial Network® and an Investment Advisor Representative with Commonwealth Financial Network®.
Barry is involved with numerous local and national charities that each have special meaning to his family, including the UJA Federation of New York and the Juvenile Diabetes Research Foundation. He is also a former Board Member of the Leukemia and Lymphoma Society’s Westchester/Hudson Valley Chapter.
He is an avid runner, and has completed 18 marathons in 16 different states while raising nearly $100,000 for the Leukemia & Lymphoma Society’s Team in Training program. In between marathons, he spends his time skiing, paddle boarding, or almost anything else that gets him outdoors with friends and family. A graduate of the University of Florida, Barry is a faithful Florida Gator fan and a proud member of the University of Florida Alumni Association.
Barry is a life-long resident of Westchester County and currently lives in Granite Springs, NY with his wife Robyn, their sons AJ and Kevin, and their dog Cooper.