Triton Wealth Strategies
Business Retirement PlansBusiness Consultants Business Services Business Startup ServicesEmployee Benefits Financial & Financial Advisors Insurance Insurance & AnnuitiesReal Estate - Commercial Real Estate - InvestmentsRetirement StrategiesTax Planning & Consultation
Specializing in creative strategies for retirement planning and wealth management for business owners and individuals
Helping Planning Futures
Since 1998, we have worked along side our clients to help create solutions and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we engage with you in an in depth process of discovery to understand your current situation and future aspirations. Finally we prepare a detailed strategy to accomplish your goals
As an owner firm with the Lion Street national network of firms, we partner with and have direct access to processes for wealth accumulation and distribution in manners that provide the greatest advantages with respect to taxes and the most current government legislation.
With 34 years in the financial services industry, Barry specializes in creating custom financial and investment planning strategies for his clients. Barry's philosophy is that no two clients are the same and each deserves a thoughtful patient process of discovery to create a unique retirement planning solution that utilizes the array of financial planning solutions available in the marketplace.
Barry and his wife have been married for nearly 30 years and have 4 children. They live in San Clemente, CA where they are active in the community through sports and church.
Mr. Barbernell is a member of the International Association of Registered Financial Consultants. IARFC ® is a non-profit association.
He is a member of the National Association of Insurance & Financial Advisors. (NAIFA) is the premier professional home for agents & advisors.
Securities through Lion Street Financial, LLC. (LSF) Member FINRA & SIPC
Investment Advisory Services offered through Lion Street Advisors
- We specialize in creating custom financial and investment planning strategies
- We can answer your questions about investments, taxes, retirement, and estate planning
- We work with individuals and small businesses to help you achieve your retirement goals
- We help with Business Retirement Strategies
- We can help with questions about the 401K - Cal Savers Requirements for Small Businesses
Mr. Barry K Barbernell
- Phone: (949) 491-1300
- Fax: (949) 420-2171
- Cell Phone: (949) 292-3109
- Send an Email
- 3005 S El Camino Real San Clemente California 92673