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Bradley C. Barnes, CFP, CKA - Board Member

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.

Education and Licensing

  • 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

Associations

  • Rotary Club of Bakersfield (Downtown)
  • Estate Planning Council of Bakersfield
  • CSUB Foundation Investment Committee
  • Crossway Baptist Church

Honors and Recognition

  • 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

Business Experience

  • 2017 – 2018: Entruity Wealth, LLC
    • Founder, CEO
  • 1981 – 2017: Morgan Stanley
  • 2003 – 2010: Kern County Employee’s Retirement Association
    • Chairman 2008
  • 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