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Brian Barrett Location
Santa Rosa, CA, US
Brian Barrett Work
Co-Founder and Financial Advisor @ (November 2025 - Present)
Financial Adviser @ (September 2022 - Present)
Financial Services Professional @ (November 2019 - Present)
Agent @ (June 2018 - Present)
Marketing and Advertising Consultant @ (October 2015 - May 2018)
Brian Barrett Education
Sonoma State University
Bachelor’s Degree (Marketing)
2015-2017
Monterey Peninsula College
Associate’s Degree (Business Administration and Management, General)
2012-2015
Brian Barrett Skills
401k Rollovers
Employee Benefits
Estate Planning
Investments
Life Insurance
Lifetime Income Strategies
Long Term Care Solutions
Marketing
Retirement Planning
Brian Barrett Summary
Brian Barrett, based in Santa Rosa, CA, US, is currently a Financial Adviser at Eagle Strategies LLC. Brian Barrett brings experience from previous roles at Casey Barrett Financial & Insurance Services, NYLIFE Securities LLC, New York Life Insurance Company and NorthBay biz. Brian Barrett holds a 2015 - 2017 Bachelor’s Degree in Marketing @ Sonoma State University. With a robust skill set that includes 401k Rollovers, Employee Benefits, Estate Planning, Investments, Life Insurance and more. Brian Barrett has 3 emails and 1 mobile phone numbers on RocketReach.
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