Mark Barrett CFP®
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 specializes in retirement and pre-retirement planning, estate planning and specialized situations/high net worth planning.
He received his undergraduate education at California State University – Chico and his designation as a CERTIFIED FINANCIAL PLANNERTM professional from the College for Financial Planning in 1984. He is a Life, Disability and Variable Annuity licensee and is a registered representative with LPL Financial.
Mark is president of the Boys & Girls Club of the North Valley and a member of the Chico Noon Exchange Club.
Mark and his wife Deborah live in Chico, CA. Deborah serves as the office staff manager for the firm. When Mark’s not working, he enjoys fishing, hunting, woodworking and travel.
CA Insurance Lic#0539233
LPL Financial and Barrett Financial Services are separate entities.