Barry Flagg Email & Phone Number

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2003 -now Founder, Inventor and President @
2025 -now Standards Resource Commission - Volunteer @
2020 -now CFP Board Professional Standards and Legal Department - Volunteer @
2020 -now Contributing Expert @
2023 -now Contributing Expert @
2023 -now Contributing Expert @
2002 -now Principal and Sub-Advisor to 1,000s of Life Insurance Trusts @
2006 -now Contributor @ Leimberg & Leclair Inc
2007 -now Consulting Expert @ Barry D. Flagg, CFP®, CLU, ChFC
2001 -now Continuing Education Instructor @ www.barryflagg.com
1987 -now Member @
1993 -now Member @
2021 -2024 Board Member and Specialty Leader in Applied Fiduciary Practices for Life Insurance @
2023 -2023 Standards of Conduct Working Group - Volunteer @
now Continuing Education Instructor @
now Contributing Expert @
2017 -2020 Continuing Education Instructor @
2018 -2019 Guest Lecturer at USF Muma School of Business - Personal Financial Planning Program @
2017 -2019 Contributing Columnist @
2002 -2019 Member Firm of PartnersFinancial @
2016 -2018 Contributing Columnist @
2012 -2014 Adjunct Insurance Specialist @
now Guest Lecturer @
now Instructor - Leadership Boot Camp for Life Insurance Stewardship @ Leadership Center for Investment Stewards
now Guest Lecturer @
2010 -2011 Contributing Writer @ AdvisorFX.com
1988 -2002 Member Firm @
1986 -2002 Principal @
1985 -1986 Life Insurance Products Analyst and Case Designer @
1982 -1984 Investment Products Analyst and Case Designer @ Deferred Benefits Corporation

The American College
CLU & ChFC (Financial Planning and Services)
1987-1991
College for Financial Planning
CERTIFIED FINANCIAL PLANNER® professional - Youngest in history at the time of certification. (CERTIFIED FINANCIAL PLANNER® professional - Youngest in history at the time of certification.)
1982-1986
Seton Hall University
W. Paul Stillman School of Business - Bachelor of Science (Beta Gamma Sigma National Honors Society)
1981-1984

Barry Flagg, based in Tampa, FL, US, is currently a Founder, Inventor and President at Veralytic. Barry Flagg brings experience from previous roles at CFP Board, Forbes and Insure.com. Barry Flagg holds a 1987 - 1991 CLU & ChFC in Financial Planning and Services @ The American College. With a robust skill set that includes Estate Planning, Financial Advisory, Life Insurance Policy Reviews, Financial Planners, Fixed Annuities and more. Barry Flagg has 2 emails and 2 mobile phone numbers on RocketReach.

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