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January 28, 2012 @ 03:18 PM

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Evan C. Barrett, Financial Consultant

Retirement Planning Specialist

"I'm a life advisor who specializes in money." 

My aim is to empower you to make informed decisions and take effective action toward meeting your goals.  With my experience and background, I can offer direction for both personal and business planning needs.  Once I have a full understanding of your situation, I can be available to help reassess or update your strategies.  You can receive professional guidance in a way that fits easily into your lifestyle.

I often say that my goal is not to make a client rich.  Rather, it is to build wealth while controlling your exposure to life's risks.  The goal is to provide you the money you need when you need it throughout your life, while providing flexibility for when "life throws us a curveball."

Money is emotional.  Unfortunately, those emotions often lead to poor decisions.  Once a plan is implemented, my job is to keep you on-track, even when your emotions are tugging in a direction.




The Process: individually tailored & holistic



  1. Through one-on-one meetings, we'll clarify your values, needs, and aspirations, and your financial requirements for each.
  2. We'll discuss suitable strategies designed to help you meet your short - and long-term needs.
  3. Once a course of action is agreed upon, I'll assist in implimenting the plan with the appropriate financial tools and services.
  4. No planning process is complete without proper monitoring, both of the financial tools themselves, and of your life as it changes.


I am your advocate.  I strive to make you financially healthy so that you can focus on your life.




My Credentials



  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation attained by completing the established and rigorous education, examination, experience and ethical requirements by the CFP Board of Standards.
  • Member of the prestigious Paramount Planning Group: a division within AXA Advisors that recognizes excellence in achievement.
  • The Wharton School of Business (UPENN): Certificate in Retirement Planning.
  • The Johns Hopkins University: Bachelor of Arts-- political science, psychology.
  • Partner of The Pacific Group financial services firm.
  • Member of the Estate Planning Council of Ventura County (EPCVC).
  • Member of the Financial Planning Association (FPA).
  • Member of National Association of Insurance and Financial Advisors (NAIFA).
  • Recipient of the Centurian Award (AXA Advisors, 2011).
  • Recipient of the National Leaders Corp Award (AXA Advisors, 2010).


Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

More Newsletters →

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Contact Info

Phone: 818-587-4281

Local Office | Branch Office