Barzen & Associates Wealth Advisors on Grand

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Kristy R Barzen

Kristy R Barzen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kristy R Barzen's website
David G Barzen

David G Barzen

CFP®, CRPC®

Private Wealth Advisor

Franchise Owner
Visit David G Barzen's website

Team

Robyn A. Leon

Robyn A. Leon

Operations Manager

Johanna Philllips

Johanna Philllips

Client Concierge