Meet Brian Barrett
Early Career
I grew up between Monterey and Southern California and moved to Sonoma County to attend Sonoma State University, where I earned a degree in Business Marketing. I fell in love with this community—and with the idea that financial planning could be both a career and a calling.
I began my career at New York Life and have spent over seven years helping individuals and families across the country create strong financial foundations.
Focus
I hold FINRA Series 7, 66, 63, and 6 licenses, along with life and health insurance certifications—credentials that allow me to serve clients with both breadth and depth.
But titles aside, I see my role as a translator—someone who can take complex ideas and make them understandable, approachable, and personal.
Specialty
While I support clients in all walks of life, I have a special focus on helping nurses, doctors & medical professionals and their families.
They’re often the quiet heroes of our communities, and I’m proud to help them build long-term financial security through thoughtful, comprehensive planning.
Community Involvement
Building A Better Sonoma County
Giving back is a big part of my life. I currently serve on the boards of the Active 20-30 Rohnert Park & Cotati #656 and the Common Ground Society, two organizations that create opportunities for underserved youth and families.
I’m also a proud member of Business Alliance Sonoma County and stay involved with several local chambers.
Brian Barrett
Financial Advisor
