VESTED FINANCIAL, LLC
FORT LAUDERDALE, FLORIDA

About Vested Financial At Vested Financial, our core mission is to ensure each of our select families have the financial peace of mind they are seeking. By first understanding the wants and needs of our clients and by utilizing proven strategies, we build comprehensive wealth management plans for each of our clients based on their needs. What does having confidence in your financial strategies specifically mean to you? We would like to know, and we would like to help you achieve your comprehensive wealth management needs. If we find that we are not best suited to assist you with your needs, we will politely refer you to another professional. With over 21 years of experience in financial services and a certified professional in retirement income planning (RICP®), Barry leverages this knowledge and expertise to help ensure that each client’s retirement assets last throughout their lifetime and beyond. Barry’s background as an internationally qualified (and New York licensed) attorney has exposed him to a complete financial spectrum of experience with some of New York City’s most prestigious law firms and investment banks. This experience, coupled with his wealth management and retirement income planning knowledge enables him to better meet the individual needs of each client. When not working with his clients, Barry enjoys spending time with his family and teaching his son to play soccer. Barry is actively involved in national and international business and sporting networks and is a member of the Irish-American Chamber of Commerce of South Florida. Kristin excels at ensuring each client’s service experience with our firm is exceptional. This includes serving as a “Director or First Impression” while also being available to meet your special requests, schedule your appointments and register you for one of our upcoming events. Kristin also manages our marketing efforts while streamlining our client correspondence and communications. Although behind the scenes, Tracy is responsible for ensuring our office runs smoothly. With over 22 years of experience managing offices. Tracy’s leadership and passion has allowed her to develop new ways to manage and meet the needs of our growing firm. Vested Financial is a wealth management firm serving the retirement planning and comprehensive wealth management needs of select individuals and affluent families throughout the United States and southern Florida. Our outcome is to fulfill the financial needs of our clients enabling them to experience the financial freedom they seek. Our name, Vested Financial, was carefully selected to identify the “vested” interest built in each fiduciary driven client relationship. Remaining vested in the best unbiased and fiduciary interest of our clients defines each member of our team and separates us from others in our industry. Why spend another moment wondering about your financial future? Let us help you take control today! If you would like to learn more about Vested Financial, LLC or would like to schedule a no-obligation consultation, please contact us today!