Barrett Financial is a financial planning company located in San Diego, CA. Specializing in retirement, estate, and legacy planning, their comprehensive approach aims to optimize insurance coverage, investment portfolios, and estate plans. Collaborating with various professionals like CPAs and lawyers, Barrett Financial creates age-appropriate portfolios to enhance clients' quality of life.
The CEO, David Abreu, personally oversees each case to create customized action plans for clients' specific needs and goals. With certifications in Series 7, Series 63, and expertise in life insurance, annuities, and long-term care, the team at Barrett Financial is dedicated to helping clients maximize their benefits and secure their financial future.
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