CA Insurance License #0747797
Mike Barry is principal and founder of Barry Financial, LLC, specializing in business planning, retirement planning and wealth strategies. Mike specializes in addressing planning issues faced by family-owned businesses and retirement planning and wealth strategies for corporate executives.
Mike is a member of NAIFA, the Association of Advanced Life Underwriters (AALU) and a Life Member of the Million Dollar Round Table (MDRT). He has over 35 years of experience in the financial services industry.
As our office manager, Mary brings over 24 years of experience in the insurance industry to Barry Financial. Before joining Barry Financial, she was a brokerage representative at several large insurance companies, specializing in the group insurance marketplace.
If you’re interested in seeing how we may be of service to you, don’t hesitate to reach out. We look forward to speaking soon.