John Barrow, CPA, PFS, CFP®

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"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®

Certified Public Accountant

E-mail: jbarrow@brendlefinancial.com

John joined the Brendle team in February 2018 as a financial advisor, and offers securities through 1st Global Capital Corp., member FINRA, SIPC, and investment advisory services through 1st Global Advisors, Inc.. 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

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. 

 

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through Brendle Financial Group, LLC. Brendle CPA, P.A. and Brendle Financial Group, LLC, a Registered Investment Adviser, are not affiliated with 1st Global Capital Corp. We currently have an individual licensed to offer securities in the states of AL, CA, CO, FL, HI, IL, IN, KY, MD, MI, MO, NC, PA, SC, TX and VA. This is not an offer to sell securities in any other state or jurisdiction.

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