. . . 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.
James Barry
Internationally Recognized Financial Author and Lecturer
Featured Topics
Fee Range
$10,000
James Barry
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 the American Heart Association and the Greater Boca Raton Estate Planning Council.
Since the early 1980's, Jim Barry's message, whether in print or over the airwaves, has been inspiring audiences to take charge of their finances. He has been quoted in publications such as USA Today, The Miami Herald, The New York Times, U.S. News and World Report, Fortune, Barrons and Money Magazine, to mention a few. His reputation has also earned him guest appearances on TV programs such as the NEWSMAKERS, the OPRAH WINFREY SHOW, CNBC and LATE NITE AMERICA with Dennis Wholey.