Barrett enjoys helping families plan, organize, and pursue their dreams at every stage of their lives.  Barrett has been in the financial services industry since 2007 and is a CFP^® professional. He started at Bank of America then partnered with the NCD Group at Merrill Lynch Wealth Management in 2014. He graduated from California State University, Los Angeles where he majored in Business-Finance and minored in Economics. He is a marathon runner, an avid golfer, and a passionate Dodger fan.  Barrett his wife, Darlene and two Daughters live in La Habra. They enjoy volunteering and giving back to their community through churches and different running organizations.

Mission:
My Group is a wealth planning driven team whose mission is to work with families and business organizations to deliver customized solutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Our growth is created by the care, concern and commitment we show for our clients. Through a one-on-one relationship with an experienced financial advisor. We are committed to client needs, delivering the investment insights of Merrill while offering access to the banking convenience of Bank of America.

Philosophy:
Our philosophy is simple. Successful wealth management is built on a strategy that focuses on the big picture. By taking a long-term view and establishing deep and valued relationships with our clients, we can provide a comprehensive approach to wealth management.


Barrett is also a part of The Nakamura/Chen/Devens Group. The team's profile can be found at http://fa.ml.com/NCD