PRLog - March 5, 2014 - SAN DIEGO -- Candace Bahr of Bahr Investment Group, an independent wealth management firm in Carlsbad, and a recognized advocate of women and their financial independence has been selected by LPL Financial to attend this year’s Barron’s Top Independent Advisor’s Summit in Arizona. Bahr Investment Group offers an extensive variety of services to meet their clients’ unique needs, from total wealth management offerings to comprehensive investment options. With a unique focus, Bahr Investment Group’s client base is comprised of 70% single, divorced or widowed women in transition, and 30% couples.
Bahr, a Certified Divorce Financial Analyst, states, “It is an honor to be recognized for the work I have been doing for over thirty years.I'm absolutely passionate about helping clients, especially women, build and maintain their wealth by delivering caring and competent financial planning and investment advice. At Bahr Investment Group we recognize women's special needs whether they are single or married, whether they have earned their own money, sold a business or come into it through an inheritance. Because their financial situation has an incredible effect on the quality of their lives, our business carries a tremendous responsibility that we do not take lightly.”
Bahr has found great success helping women in transition by incorporating a holistic approach to financial planning that includes her innovative LIFE ™ Process. According to a recent article quoting Bahr in the Wall Street Journal, Bahr says "Women are an underserved and ignored market,” ** and she is working hard to change that. Bahr Investment Group currently manages over 100 million dollars in brokerage and advisory assets.
Candace Bahr is a highly acclaimed author and speaker on the topic of women and money. She is widely quoted in women’s magazines as well as The New York Times, Fortune, Bloomberg, Money Magazine and The Wall Street Journal and has appeared on MSNBC, CNBC, NBC Nightly News and CNN Headline News.
For more information, visit www.bahrgroup.com
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.