Serving Warner Center, Westlake Village and Malibu
Bart’s vast experience as a CERTIFIED FINANCIAL PLANNER™ has spanned 30+ years. He set the groundwork for his career by earning a degree in Finance with an emphasis in Financial Planning from Brigham Young University. His work with credit union members led him to specialize in strategic retirement planning. He now advises credit union members how work toward minimizing estate and income taxes while seeking to maximizing investment returns. When not providing financial services advice, Bart enjoys boating, hiking, and spending time with his family. His experience may be beneficial for your retirement planning and other financial needs.
Bart holds the following registrations through LPL Financial: Series 7, 24, and 63
Bart is registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, IL, MD, ME, MI, MN, MT, NE, NJ, NM, NV, NY, OK, OR, PA, SD, TX, UT, WA, WI
Check the background of this investment professional on FINRA’s BrokerCheck.®