Specialties
About Me
After several years in management, Steve started his career in the financial services industry with a Fortune 500 company in 1986.
After completing the CFP Professional Education Program from The College for Financial Planning in Denver, CO, he earned the designation of CFP® (CERTIFIED FINANCIAL PLANNERTM professional) from the CFP Board of Standards, followed by the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, PA. Steve is also an Accredited Estate Planner (AEP) through the National Association of Estate Planners & Councils. Steve is the founder of Barnes Wealth Management Group, a Financial Services and Wealth Management firm. He has a special interest in Estate Planning, Charitable Giving and Retirement Planning. Steve is frequently called upon by other professionals to share his expertise and knowledge. In addition, he has given seminars and taught courses in the areas of Estate Planning, Employee Benefits and Business Continuation. Currently, Steve is a member of the Estate Planning Council of Bakersfield (President 2002), the Financial Planning Association, the National Association of Estate Planners & Councils, the Association of Accredited Estate Planners, and formally with the National Association of Insurance and Financial Advisers (Board Member 1993 – 1996). He is also a current and former board member of several nonprofit organizations. Steve and his wife, Lori, have two children, Timothy and Jennifer. They are members of St. John’s Lutheran Church and enjoy volleyball, golf, running, travel, and outdoor adventures.
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Interests & Hobbies
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Credentials
CFP®, ChFC®, AEP®
Chartered Designations
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Disclosures
Barnes Wealth Management Group, Inc. (“BWMG”) is a registered investment adviser firm, registered with the Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. BWMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where BWMG is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. For a copy of BWMG’s current form ADV 2A Brochure that includes a description of our services provided, fees charged and other important information, please call us at 661-322-9799. Additional information about Barnes Wealth Management Group, Inc. and its investment adviser representatives is also available on the SEC’s website at www.adviserinfo.sec.gov. Securities offered through Purshe Kaplan Sterling investments, a securities broker-dealer registered with the sec, member SIPC and the Financial Industry Regulatory Authority (“FINRA”)