About

Welcome to Barrett Financial Services

Our Firm

Our values-based approach to financial planning seeks to provide you with the freedom and confidence to do what you want, when you want, with the people you care about most.

Who We Are

Barrett Financial Services was established in Chico, CA in 1960. We serve the community by providing unbiased and objective financial planning. Fifty years later, we remain committed to upholding the same standards of professional conduct, ethics and values as set forth by the CFP Board and the Financial Planning Association.

Who We Serve

Our independent advisors and experienced financial planners partner with individuals and families seeking purposeful planning—a value-driven approach that aligns financial values with personal values.

What We Do

Helping you plan for the life you choose is our number one job. We guide you in building, managing and preserving your wealth. This is accomplished through a comprehensive and personal approach to financial planning.

How We Do It

Our team of CERTIFIED FINANCIAL PLANNERTM professionals and qualified support staff are experienced. Our expertise includes financial disciplines, retirement, investment, tax, estate and legacy planning. We approach wealth planning with a clear understanding that each client has different goals and objectives. We will assist you in developing strategies that will align your personal values and financial objectives.


Why a CFP?

By considering all aspects of your financial situation, a CERTIFIED FINANCIAL PLANNER professional can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process.

What is a CFP?

CERTIFIED FINANCIAL PLANNER certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s certification requirements, including continuing education, to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER. A CFP® practitioner is a financial professional authorized to use the CFP® certification marks who has identified himself or herself to CFP Board as being actively engaged in providing financial planning services. All CFP® certificants have voluntarily submitted to the regulatory authority of CFP Board.

Why should I choose a financial planner over another type of financial adviser?

A financial planner should focus on your needs first before recommending a course of action. Most planners have been trained to take a broad look at your financial situation, while accountants, investment advisers, stockbrokers or insurance agents may focus on a particular area of your financial life. Always ask a financial adviser what qualifies him or her to offer financial planning services.

How Can a CFP Help Me?

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a strategy and a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can secure your financial wellbeing and give you peace of mind and help you reach financial planning success.

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner professional if you:

  • Want to better manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event

There are many benefits of financial planning. If any of the above questions apply to you, it may be time to call a CERTIFIED FINANCIAL PLANNER professional to help you reach your financial goals and achieve financial success.

© 2015, Certified Financial Planner Board of Standards Inc. All rights reserved.


Independence Powered by LPL Financial

We believe that an objective approach is critical to our clients’ financial security, which is why we are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,600 financial advisors and approximately 700 financial institutions.

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. You can feel confident as you pursue financial independence knowing:

  • We have no obligations to investment product providers.
  • We are not subject to quotas or home-office directives that may lead to conflicts of interest.
  • We spend our time developing customized financial plans and investment strategies for the unique challenges you face.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2015, based on total revenues.


Community Involvement

At Barrett Financial Services, we view community involvement as a responsibility each of us has to continually strengthen and enhance the communities where we live and work. We contribute our time, talent and/or financial resources to many local and national causes and organizations, including:

Boy Scouts of America – Eagle Scout Board of Review

Boys and Girls Club of The North Valley

Chico Area Flyfishers Association

Chico Food Project

Chico Noon Exchange Club

Christian Missionary Alliance Church – Paradise

KCHO – Northstate Public Radio

Kingdom Catalyst

Soroptimist International of Chico

Neighborhood Church Of Chico

Youth With A Mission