LPL Financial

Empowering people financially to pursue the life of their dreams is the mission of John Barnes, an independent fee-based LPL Financial Planner. With a focus on helping clients discover their dreams, grow their assets, and pass on a meaningful legacy, John's goal is to provide comprehensive financial planning services that cater to each individual's unique needs. Whether you're looking to plan for retirement, manage your investments, or secure your estate, John's extensive experience and knowledge in the financial services industry make him an invaluable resource.

John's journey into the financial services industry began over 8 years ago, after becoming the trustee of his mother's trust. This personal experience sparked a desire to help others navigate the complexities of financial planning. He went on to earn his Bachelor's of Science degree in Finance from California State University, Northridge, and has since become a Registered Representative with LPL Financial, holding Series 6, 7, 63, and 65 securities registrations, as well as his California Insurance License for Life, Health, and Disability.

Through his services, John aims to provide a holistic approach to financial planning, addressing aspects such as retirement planning, investment management, estate planning, insurance, tax strategies, and lifestyle planning. By taking the time to understand each client's unique situation and goals, John strives to empower individuals and families to achieve financial security and pursue their dreams with confidence.

My Team

John Barnes is supported by a dedicated team of professionals who share his commitment to delivering exceptional service and expertise. Together, they work closely with clients to ensure that every aspect of their financial planning is tailored to meet their specific needs and goals. Whether you're looking for general financial advice or specialized services such as retirement planning or estate planning, John's team is equipped to provide comprehensive support every step of the way.