Steven A. Barnes, CFP<sup>&reg;</sup> - Financial Advisor

Steven A. Barnes, CFP®

ChFC, AEP

President

Barnes Wealth Management Group

5060 California Ave, Suite 600
Bakersfield, CA 93309
FINANCIAL ADVISOR'S WEBSITE
(661) 322-9799

General

Steven Barnes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Barnes Wealth Management Group in Bakersfield, CA and the surrounding communities.

Financial Advisor Experience

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® (CERTIFIED FINANCIAL PLANNERTM 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 the founder of Barnes Wealth Management Group, a Financial Services 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Estate Planner

Insurance Licenses

  • Life insurance: AZ, CA, CO, IA, IL, NV, NY, OK, TX, UT, WA
  • Health/disability insurance: AZ, CA, CO, IA, IL, NV, NY, OK, TX, UT, WA
  • Fixed annuities: AZ, CA, CO, IA, IL, NV, NY, OK, TX, UT, WA
  • Variable annuities: AZ, CA, CO, IA, IL, NV, NY, OK, TX, UT, WA

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

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

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