Brad Barnes provides investment advisory and wealth management services to a broad range of individuals, families and institutions. As a boutique investment advisory practice specializing in portfolio management, Brad offers his clients direct access to their portfolio decision-maker. While he offers his clients a wide range of investment options, including individually managed portfolios, most importantly, he brings the knowledge and experience as well as a hands-on style that helps his clients make well-informed decisions at every stage of the investment decision-making process.
- 1980 BS Finance
University of Southern California
- 1998 Certified Investment Management AnalystSM
The Wharton School
- Series 7
- Series 63
- Series 65
- CA Insurance Lic. # 0A68692
- Rotary Club of Bakersfield (Downtown)
- Estate Planning Council of Bakersfield
- CSUB Foundation Investment Committee
- Crossway Baptist Church
- Certification for Long Term Care 2010
- Certified Investment Management AnalystSM 1998
- Southern Sierra Council Boy Scouts of America Silver Beaver Award 1997
- Rookie of the Year, Mesa Marin Raceway 1994
- Director’s Advisory Group, Lehman Brothers 1992
- Certified Financial Planner™ 1984
- Blue Chip Club, EFHutton & Company 1984
- 2017 – 2018: Entruity Wealth, LLC
- 1981 – 2017: Morgan Stanley
- 2003 – 2010: Kern County Employee’s Retirement Association
- 2009: President-KCERA Property Inc.
- 2009 – 2010: President-Estate Planning Council of Bakersfield
- 2004 – 2006: Chairman-Kern County Youth for Christ
- 1998 – 1999: President-Southern Sierra Council Boy Scouts of America
