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Your Wealth - Our Focus

Financial Planning

  • Exceptional Service
  • Risk Assessment
  • College Planning
  • Charitable Planning
  • Retirement Planning
  • Estate & Tax Planning
  • Life & Health Insurance
  • Tax Advantage Investing
Keep More of What You and Your Investments Earn

Asset Management*

  • No Proprietary Products
  • Stock & Bonds
  • Direct Investments
  • Mutual Funds & CD's
  • Variable & Fixed Annuities
  • IRA / ROTH / TSA Accounts
  • Company Retirement Plans
  • Fee Based Portfolio Management

    * offered through LPL Financial
Plan to Enjoy Yourself
   

Mission Statement

So that all may enjoy Financial Freedom and True Wealth through our commitment to excellence and passion for what we do.

 

 

 

 

 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:  AZ, CA, CO, IL, IA, MT, NV, NY, OK, OR, TX, UT, WA.


5001 California Ave.
Suite #128
Bakersfield, CA 93309
Phone: (661) 322-9799

Tired Of Paying Commissions
For Poor Advice?
Have you ever wondered who your financial advisor really works for, you or the firm? Our goal is your success as an investor. We are a fee-based wealth management firm. We work strictly for you and we are backed by the strength and reliability of LPL Financial, the largest independent broker/dealer in the nation* We focus on one bottom line: yours.

*Based on total revenues,
Financial Planning Magazine,
June 1996-2008


Steven A. Barnes Certified Financial Planner
Steven A. Barnes
CERTIFIED FINANCIAL PLANNER™
CHARTERED FINANCIAL CONSULTANT
ACCREDITED ESTATE PLANNER
CA Insurance Lic #0716822

Dani O'Donnell LPL Financial Planner
Dani O'Donnell
LPL FINANCIAL PLANNER
CA Insurance Lic #0C65968

 

Steven Barnes is a Registered Principal with, and Securities are offered through LPL Financial, Member FINRA/SIPC.