David Barr

Wealth Strategy Assistant

David Barr joined California Financial Partners in November of 2022 as an LPL Registered Administrative Assistant to help the advisors at CALFP better service their growing client base. David is originally from Kansas City, Missouri, but relocated to Los Angeles to enjoy the warmer climate and broaden his financial planning knowledge by working under a team of experienced advisors with various areas of expertise.  

In May of 2020, David graduated from the University of Missouri with two BAs, in Economics and in German. Initially, he planned on pursuing a career in international banking, but the pandemic, macro-economic environment, and his father (an LPL advisor based in KC) persuaded him to consider financial planning as an alternate career, and as they say, the rest is history.

David obtained his series 7 & series 66 securities registrations held through LPL Financial at the beginning of 2022.  A few months later, he completed his Certificate in Financial Planning through Northwestern University. Currently, David is continuing to further his market knowledge while working to accumulate the industry experience required to publicly hold himself as a Certified Financial Planner.

When he is not in the office, David can be found hiking, golfing, disc-golfing, watching sports, and generally enjoying the ability to do outdoor activities year-round.

David Barr
818-550-9955 ext. 119
[email protected]

DO NOT place orders to buy or sell securities via e-mail or voice mail. This and all other time sensitive requests should be placed directly with your Investment Advisor Representative by telephone.