Evan C. Barrett, CFP<sup>&reg;</sup> - Financial Advisor

Evan C. Barrett, CFP®

ChFC, CLU, RIC

Financial Life Manager

Barrett Planning Group

4500 Park Granada Blvd., Ste. 202
Calabasas, CA 91302
(747) 263-0880

General

Evan Barrett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Barrett Planning Group in Calabasas, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Retirement Income certified Professional (RICP)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Mutual Securities

Broker-Dealer Disclaimer

Investment advisory services offered through Mutual Advisors, LLC dba Barrett Planning Group, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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