The Barrett Financial Team
Mark Barrett, CFP® President
Mark Barrett is a CERTIFIED FINANCIAL PLANNERTM professional and the owner and president of Barrett Financial Services. Since 1983 he has served a broad range of individuals, families and business owners seeking to align their financial and lifestyle goals and values.
Mark Burns, CFP®
Mark Burns is a CERTIFIED FINANCIAL PLANNERTM professional and longtime resident of Paradise, CA where he has lived for nearly five decades. For more than 20 years, he has focused on helping families, corporate executives and business owners in Paradise and surrounding communities…
Lionel Valley, CFP®
Lionel Valley is a CERTIFIED FINANCIAL PLANNERTM who has been serving clients since February 1997 as a registered representative of LPL Financial. Prior to joining Barrett Financial Services, Lionel enjoyed a successful career of more than thirty years with Wells Fargo Bank…
Kim N. Huber, CFP®
Kim N. Huber is a CERTIFIED FINANCIAL PLANNER™ and Wealth Adviser with over 20 years of experience working with women, entrepreneurs and executives. She strives to provide clients with a sense of financial security and peace of mind through education and empowerment.