Harry M. Barth, CFP<sup>&reg;</sup> - Financial Advisor

Harry M. Barth, CFP®

JD, MBA, ChFC

Certified Financial Planner, Attorney At Law

H.M. Barth & Company, LLC

333 City Blvd W, Ste 2050
Orange, CA 92868-2944
(800) 548-8564
+1 More Number
(714) 704-6616 x111

General

Harry Barth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at H.M. Barth & Company, LLC in Orange, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Admitted to Bar
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Buying a Home, Career Change, Bankruptcy, Business Taxes, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Disaster Recovery, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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