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Home > Financial Planner Directory > California > Bakersfield > Steven A. Barnes, CFP®, ChFC, AEP

Steven A. Barnes, CFP®, ChFC, AEP

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Barnes Wealth Management Group

5060 California Ave

Ste 1020

Bakersfield, CA 93309

Phone: (661) 322-9799

Fax: (661) 631-0655

Toll-free: (866) 325-4006

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Business Taxes
Estate Planning
Investment Management
Limited Partnerships
Employee Benefits
Mutual Funds
Real Estate
Retirement
Stocks & Bonds
Startup
Succession Planning
Long-term Care
Sudden Wealth

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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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