Leonard Barry Email & Phone Number
Founding Partner | Wealth Advisor @ Yahara Wealth Management LLC
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Leonard Barry Location
- Madison, WI, US
Leonard Barry Work
- 2013 -now Founding Partner | Wealth Advisor @
- 2006 -2013 Wealth Manager @
- 2003 -2006 Business Analysis Consultant @
Leonard Barry Education
- college for financial planning
MS (Personal Financial Planning)
2004-2007 - University of Wisconsin-Madison
BA (Classics (Latin and Greek))
1995-1998
Leonard Barry Skills
- Financial Planning
- Investment Management
- Physicians
- Dentists
- Business Owner Planning
- Retirement Plan Consulting
Leonard Barry Summary
- Leonard Barry, based in Madison, WI, US, is currently a Founding Partner | Wealth Advisor at Yahara Wealth Management LLC. Leonard Barry brings experience from previous roles at SVA Plumb Wealth Management, LLC and CUNA Mutual Group. Leonard Barry holds a 2004 - 2007 MS in Personal Financial Planning @ college for financial planning. With a robust skill set that includes Financial Planning, Investment Management, Physicians, Dentists, Business Owner Planning and more. Leonard Barry has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Yahara Wealth Management LLC Employees
Leonard Barry
Founding Partner | Wealth Advisor
Madison, WI, US
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