Barry N. Mendelson,  CFP<sup>&reg;</sup> - Financial Advisor

Barry N. Mendelson, CFP®

Wealth Advisor & Managing Partner

Charles Schwab Advisor Services

200 Pringle Ave, Ste 400
Walnut Creek, CA 94596
(925) 962-5600 CONNECT WITH Barry
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General

Barry Mendelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charles Schwab Advisor Services in Walnut Creek, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes

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