Steven A. Barnes

Further information about Steven A. Barnes:

After several years in management, Steve started his career in the financial services industry with a Fortune 500 company in 1986. After completing the CFP Professional Education Program from The College for Financial Planning in Denver, CO, he earned the designation of CFP(R) (CERTIFIED FINANCIAL PLANNER(TM) professional) from the CFP Board of Standards followed by the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, PA. Steve is also an Accredited Estate Planner (AEP) through the National Association of Estate Planners & Councils.

Steve is an Registered Investment Advisor and founder of Barnes Wealth Management Group (aka LPL Financial), a Financial Planning and Wealth Management firm. He has a special interest in Estate Planning, Charitable Giving and Retirement Planning. Steve is frequently called upon by other professionals to share his expertise and knowledge. In addition, he has given seminars and taught courses in the areas of Estate Planning, Employee Benefits and Business Continuation.

Currently, Steve is a member of the Estate Planning Council of Bakersfield (President 2002), the Financial Planning Association, the National Association of Estate Planners & Councils, the Association of Accredited Estate Planners, and formally with the National Association of Insurance and Financial Advisers (Board Member 1993 - 1996). He is also a current and former board member of several nonprofit organizations.

Steve and his wife, Lori, have two children, Timothy and Jennifer. They are members of St. John's Lutheran Church and enjoy volleyball, golf, running, travel and outdoor adventures.

Compensation and Fee Structures:

Advisory Fee .05% - 1.3%

Licenses, Certifications & Affiliations:

CFP - Certified Financial Planner
ChFC - Chartered Financial Consultant
AEP - Chartered Financial Consultant and Registered Principal

Education:

CFP Professional Education Program from The College for Financial Planning in Denver, CO, CFP(R) (CERTIFIED FINANCIAL PLANNER(TM) professional) from the CFP Board of Standards.
ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, PA. Accredited Estate Planner (AEP) through the National Association of Estate Planners & Councils.

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Further information about LPL Financial Services:

(Size of firm: 0-9 advisors)

Barnes Wealth Management Group is an independent fee-based Financial Planning and Wealth Management firm serving Bakersfield, CA since 1986. Our financial planners can assist with opening a small IRA to providing custom services to high net worth individuals throughout Kern County.

Steve Barnes is a Registered Principal with, and Securities are offered through LPL Financial, Member FINRA/SPIC

The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IL, IA, NV, NY, OK, OR, TX, UT, and WA.