Wes Barrett and Hy have been married 50 years and have four children and three grandchildren. Wes and Hy live in the mountain community of Pine Valley, California.

Barrett Financial Services, Inc.
Phone: 619-473-8727
Toll Free: 1-800-222-4080
P.O. Box 476
Pine Valley, CA 91962

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Why choose Wes Barrett as your Financial Advisor ?

Barrett Financial Services, Inc. is family owned and operated. Our team includes individuals holding the CFP designation. The Barrett Financial Services, Inc. team is focused on understanding exactly what your needs are, and works to meet those needs on a daily basis. In fact, through our 3-Step Review Process Barrett Financial Services, Inc. contacts at least 20 to 30 clients per month to ensure their needs are being met and help them meet their ever-changing financial goals.

Wes Barrett is CEO of Barrett Financial Services, Inc., and is a Board Certified Financial Planner.  He graduated from the University Of Arkansas School Of Civil Engineering. He was then commissioned into the U.S. Navy where he flew in the F-4 Phantom on and off San Diego-based aircraft carriers. As an advisor, Wes helps educators, retiring professionals, and business owners identify their financial goals, evaluate their financial situation and create an action plan and time line for implementations.

Call (800) 222-4080or email wbarrett@planmembersec.com to learn more.”
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Wes Barrett and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Wes Barrett.