Barbara Stowell has worked in the financial services industry for over 15 years. As an experienced advisor, she is committed to providing caring, personalized financial guidance and service. She truly understands that every person is a distinct individual and that the only way to make a difference in other people’s lives is to listen. In this way, she learns about her clients’ needs and goals, and builds a successful long-term relationship based on trust.
Barbara graduated Cum Laude from National University with a Bachelor’s Degree in Behavioral Science and a Minor in Business Administration. She has taught retirement classes at several community colleges, and loves educating others about the importance of managing money, investing wisely, and building a portfolio with a strong foundation.
As a native Californian living in Orange County for most of her life, she is very active in the community and with her family.