James Barry
James Barry
Internationally Recognized Financial Author and Lecturer

Biography

James A. Barry, Jr., CFP, is an internationally recognized author, lecturer, and veteran radio and television personality, whose career spans more than three decades. Since founding the company in 1975, Jim has served as Chairman of the Board of the Barry Financial Group, Inc.

Jim is a graduate of Burdett College and the College for Financial Planning in Denver, Colorado. He is a past Senior Advisor for the CFP curriculum and a past Foundation Member of Florida Atlantic University. He is also a member of the newly founded Financial Planning Association (FPA), which is the name for the recently merged Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP). Jim is a Registered Representative with the NASD.
Jim’s many accolades include membership in several prestigious organizations, such as the Million Dollar Round Table, the Court of the Table and the Top of the Table, some of the insurance industry’s highest honors. He is also a member of the National Association of Life Underwriters, the Advisory Board of...

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James Barry
James Barry

Speech Topics View All Topics (5)

Baby Boomers Blow the Winds of Change
Mind Over Money: How to Keep Your Heart Away from Your Investing
Buy Low, Sell High
Disinheriting Your Rich Uncle Sam

Client Reviews View All Reviews (3)

Just a short note to let you know what a pleasure it has been to work with Jim Barry over the years; it has truly been a privilege and an honor. As I have told many of our mutual clients, in addition to being a walking encyclopedia of financial planning, Jim has the unique ability to understand the interplay between the various disciplines of financial planning, and to recommend and implement the appropriate plan. I am sure your clients know that they are the bendefactors of this ability. Jim puts it together like no one else.

David Pratt, Esquire, David Pratt and Associates, P.A.

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