James Barr | Managing Director, CRPCSM
has over 40 years of financial experience having run large financial and non-financial companies.
is a Chartered Retirement Planning CounselorSM.
Among his accomplishments, Jim is a past Advisory Board Member of Florida Atlantic University, former Adjunct Professor of Management at Broward College, former President, CFO and Executive of several large national companies.
has performed volunteer work for Family Promise
, a homeless charity, United Way, and Jewish Family Services.
has earned numerous awards for his
financial planning and charitable work.
Jim currently sits on the Board of Directors of SouthTech Academy, a charter high school.
earned financial planning certificates from the College for Financial Planning
, Kaplan University
, along with a BS in Accounting from Fairleigh Dickinson University and graduate work in Finance and Investments at Baruch Graduate School
Jim specializes in retirement planning, wealth management, estate planning, tax reduction strategies and asset protection.
is registered to do business in Florida, New York, Georgia, Colorado and California.
is the largest independent broker/dealer* in America.
in providing a unique and diversified client service experience, allowing Jim
the ability to design and provide customized financial strategies to his