Senior Financial Advisor Barry Jones Joins Palatine Based Kabarec Financial Advisors
Palatine, Illinois-March 29, 2017- Kabarec Financial Advisors, Ltd. (KFA) is pleased to announce that Barry Jones has joined the team in the Palatine office. Barry comes to KFA from LPL, the large independent broker-dealer.
"While I enjoyed the many facets of working within the broker-dealer environment, I had been looking to move to a fee-only practice some time," says Barry. "As a CFP® I have been trained as a fiduciary and the culture at KFA is a great fit."
"We're excited about the breadth and depth of Barry's financial expertise," says Michael Kabarec, CFP®, CPA/PFS/EA, president of Kabarec Financial Advisors, Ltd. "Along with significant life experience, he brings knowledge of qualified retirement plans, financial planning, investments, insurance and taxes to the team. He also has extensive knowledge of software and operations, having been responsible at some point for most aspects of running a financial practice."
In addition to planning responsibilities, Barry will join the KFA Investment Committee.
Barry holds the Series 65, 7, and 24 licenses. He did his undergraduate work at the University of Michigan and obtained an MBA from Eastern Michigan University.
About Kabarec Financial Advisors, Ltd.
Kabarec Financial Advisors, Ltd. is an independent, "fee-only", financial and investment advisory firm with nearly 35 years of experience in helping clients achieve their financial goals and objectives. It's mission is to provide multigenerational, financial peace-of-mind. As your trusted advisor, KFA shares their knowledge and expertise to make the complex, simple. The principal of the firm previously has been named by Worth, Money Magazine, Bloomberg Investment Management and Medical Economics as one of the country's best financial advisors.
Consult Kabarec Financial Advisors, Ltd. at 847-934-7777 or www.kabarec.com for all your wealth management needs.