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

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

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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

 

How Planner Charges

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