Bradley C. Barnes, CFP®, CKA®
Independent Wealth Advisory | Fiduciary | Family-Run
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Serving Clients Nationwide
Independent Wealth Advisory | Fiduciary | Family-Run
Areas of Focus
- 1031 Exchanges
- Business Owners
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Bradley C. Barnes, CFP®, CKA®
Hi, I'm Brad Barnes. I always strive to “get it right!” Looking after the best interest of others is part of my DNA. The term “fiduciary” describes the intersection of my interests, gifts, heart and motivation. I say that helping my clients best position their assets is the “high calling that I covet.”A finance class at the University of Southern California (USC) ignited my passion for wealth management. After graduating from USC’s Marshall School of Business with a BS in finance in 1980, I began my 36-year career at EF Hutton & Company, which later became Lehman Brothers, Smith Barney and Morgan Stanley. I first served as an account executive, then quickly became one of the firm’s top advisors. I was asked to serve as trustee for the multi-billion-dollar Kern County Employee’s Retirement Association, where I served as chairman of the board.
I am a CERTIFIED FINANCIAL PLANNER™ professional; a Certified Kingdom Advisor; and a former Certified Investment Management Analyst through the University of Pennsylvania, The Wharton School.
I have served as president of the Estate Planning Council of Bakersfield and of KCERA Property, Inc. Earlier I was an ordinary seaman at the Woods Hole Oceanographic Institution aboard the Alcoa Seaprobe and a core hand at Reese Sales, Inc. I have served as president of Southern Sierra Council Boy Scouts of America and chairman of Kern County Youth for Christ.
I enjoy working out with my trainer, hanging out at the ranch and spending time with my grandkids.
I am thrilled to bring my family together to create a legacy to support the Bakersfield community and beyond with advice solely in my clients’ best interest.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
Primary Location
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Entruity Wealth, LLC
As a family-run firm, Entruity Wealth is innately committed to caring for your financial well-being. We provide the insight, solutions, technology and team to advise you on making the right financial life decisions. Sharing a collective mindset, we single-mindedly focus on helping you clarify and meet your goals now and in the future.We -- Bradley Barnes and Andrew Barnes -- founded Entruity Wealth in our hometown of Bakersfield, California, to support fellow residents as well as communities beyond in achieving their financial life goals. We established Entruity as a registered investment advisor so that we could serve as a fiduciary, working solely in our clients’ own best interests. We also started the firm to create a legacy for our family, just as we do for our clients.
Why Entruity
How we approach wealth advice – from our makeup and mindset to our methodology and technology – differentiates us from other firms. Our name, Entruity, which combines the words “entrust,” “truth” and “integrity,” reflects our commitment and responsibility to provide you with advice solely in your best interest.
We are family.
We approach our work as a win-win for everyone. We help build legacies for our clients, our community as well as our family.
Education
USC Marshall School of Business Bachelor's degree, Accounting and Finance
Hobbies and Interests
- Family
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
Advisory services are offered through Entruity Wealth, LLC, a Registered Investment Adviser. Services are only offered to clients or prospective clients where Entruity Wealth, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Entruity Wealth, LLC unless a client service agreement is in place.
