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Nobody puts estate or asset protection planning as the #1 fun activity on the list, but getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you get organized in an efficient and painless way.
Harry Barth is the Founder and Senior Managing Partner of BarthCalderon, LLP. He is a top speaker on asset protection and estate planning to many incredible groups across the country such as: Tiger 21, Vistage, Women Presidents' Organization, California Apartment Association, Beverly Hills Realtor Association, Young Presidents' Organization, Denny's Franchisee Association and many more.
Harry views his role as a trusted and long-term advocate of asset protection planning in helping our clients achieve their financial goals and protect their assets.
He has co-authored a book, “Planning Today for All Your Tomorrows, a Practical Guide to Help High Income and/or High Net Worth Clients".
Educational Background:
- Juris Doctor
- MBA degree in Financial Planning
- Master of Science in Financial Services
- Accredited Estate Planner (AEP®)
- Certified Estate Advisor (CEA)
- Certified Financial Planner™ Practitioner (CFP®)
- Certified Wealth Preservation Planner™ (CWPP)
- Certified Asset Protection Planner™ (CAPP)
- Chartered Advisor in Philanthropy (CAP®)
- Chartered Financial Consultant (CHFC®)
- Chartered Life Underwriter (CLU®)
- Certified in Long Term Care (CLTC)
- Graduate Estate Planning Advisor (GEPA®)