Dave Barr, CLU, Professional Credentials
Dave has served clients, their families, and their businesses since 1980. His professional insight has guided clients to describe him with words such as “kind & caring,” “integrity,” “sound & timely advice,” and “a man that I’d trust with my checking account.” Professionally Dave is focused on developing passive income strategies for retirees & entrepreneurs. Additionally, he assists retirees with structuring appropriate healthcare plans. Dave’s professional education includes the Chartered Life Underwriter & Chartered Financial Consultant curriculum from the American College, Bryn Mawr, PA. Studies include Estate, Retirement & Investment Planning, Taxation, and Economics.
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