John Barrow, CPA, PFS, CFP®

"I am passionate about providing clients exceptional wealth management, investment and comprehensive financial planning services. My goal is to build lifelong personal and professional relationships with each of my clients, helping them to pursue their life’s dreams.”

John A. Barrow, CPA, PFS, CFP®

Wealth Management Advisor

E-mail: jbarrow@brendlefinancial.com

John joined the Brendle team in February 2018 as a financial advisor, and offers securities through Avantax Investment ServicesSM, member FINRA, SIPC, and investment advisory services through Avantax Advisory ServicesSM. John joins the firm with experience as a both a CPA and financial planner, and he is passionate about helping individuals and businesses plan and prepare for financial success.

John is a lifetime learner who enjoys sharing his knowledge with the clients he is privileged to serve. Always striving to enhance his community, John is an active board member of a local non-profit organization.

John and his wife Wendy live in Lewisville, North Carolina, and have four adult children. In his spare time, he enjoys camping in the mountains, trips to the beach, tennis, golf, shooting clay targets, and just spending time with his family at home.

Designations:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Personal Financial Specialist (PFS)
Certified Public Accountant (CPA)  License # 17870

Licenses:
Passed FINRA Series 7 and 66 Examinations
North Carolina Life and Health Insurance license

Memberships:
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of Certified Public Accountants (NCACPA)

Education:
Appalachian State University, B.S. Business Administration

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. 

 

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory ServicesSM         

** Insurance services offered through an Avantax affiliated insurance agency.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Website for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved