Daralee S. Barbera,  CFP<sup>&reg;</sup> - Financial Advisor

Daralee S. Barbera, CFP®

President

488 E Ocean Blvd, Penthouse 1
Long Beach, CA 90802
FINANCIAL ADVISOR'S WEBSITE

General

Daralee Barbera is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Long Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CMFC, CLF, CPBC

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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