Bobbi Barberi, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Bobbi
Bobbi Barbera
Email: Bobbi44418@WRAdvisors.com
Office: (818) 627-7464 Mobile: (310) 261-0399
Website: https://bobbibarbera.wradvisors.com
Bobbi Barbera holds the Series 7 Certification and is a registered representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor (Member FINRA/SIPC). She started her financial advisor career with Waddell & Reed in 1996. LPL Financial acquired Waddell & Reed in 2021 and has approved Bobbi maintaining the Waddell & Reed branding.
Bobbi studied Financial Planning and Services at West Los Angeles College, California Lutheran University and at UCLA.
As a financial advisor, Bobbi’s goals are simple: to know her clients well, to treat them with respect and to measure her personal success by the success of her clients. To work toward those goals, Bobbi develops financial plans tailored specifically to the individual needs of each of her clients. Bobbi values long-lasting client relationships and advises her clients through every stage of their financial journey.
Bobbi feels that running a business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor. That’s why Bobbi makes giving back an integral part of her business practice. Her philosophy is to give generously and consistently to the community she serves and to which she owes so much of her success – in business and in life.
Bobbi currently serves as Secretary for National Association of Insurance and Financial Advisors (NAIFA) Los Angeles, she serves on several committees on the NAIFA CA Board and is Immediate Past President of Women in Insurance and Financial Services (WIFS) Los Angeles, where she is currently serving as Membership Coordinator. NAIFA is an advocacy association for clients using financial services. WIFS is an association to advance, develop, and attract more women to the financial services profession. Bobbi is proud of the organizations she serves.
