Joel Barretto, a Certified Financial Planner® and an Investment Advisor Representative with ING Financial Partners, has several years experience providing financial planning services to individuals and businesses in Southern California.
Additionally, Joel Barretto has an extensive background as a public speaker. Some notable organizations for which he has lectured include the Orange County Chapter of the Association of Latino Professionals in Finance and Accounting, the Filipino American Association of Certified Public Accountants and the Philippine Medical Association of Southern California to name a few.
With qualifications to speak about pressing financial updates, current trends in retirement and estate planning, tax reduction strategies for individuals and businesses as well as other topics of financial planning interest, Joel Barretto’s speaking engagement availability is ideal for occasions such as:
* Continuing Education,
* Financial Planning Summits,
* Panel Discussions,
* Club or Association Meetings,
* Chamber of Commerce Meetings, etc.
Joel Barretto received his Bachelor of Science Degree from San Beda College in Manila Philippines in 1986 and his CFP® designation from the State of California’s Certified Financial Planner Board of Standards in 2006. Additionally, he founded his company, Abacus Financial Network in 1999 and offers securities and investment advisory services through ING Financial Partners.
In his spare time, Joel enjoys golf, tennis, swimming, volleyball, soccer and holds a 2nd Degree Black Belt in Shaolin Kempo martial arts.
To schedule a speaking engagement, please contact:
Abacus Financial Network / ING Financial Partners
15615 Alton Parkway, Suite 450
Irvine, CA 92618
(949) 271-6455 tel / (949) 608-1598 fax
Securities and Investment Advisory Services offered through ING Financial Partners, member SIPC. Abacus Financial Network is not a subsidiary of nor controlled by ING Financial Partners.
# # #
Abacus Financial Network is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (949) 271-6455. We look forward to hearing from you.