AeroLeads people directory · profile
Leonard W. Barry, Ms, Cfp® Email & Phone Number
Blog Contributor
at
ER Doc Finance
1 work email found
@yaharawealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Blog Contributor
Location
Madison, Wisconsin, United States
Company size
Who is Leonard W. Barry, Ms, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Leonard W. Barry, Ms, Cfp® is listed as Blog Contributor at ER Doc Finance, a company with 2 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at yaharawealth.com and a matched LinkedIn profile for Leonard W. Barry, Ms, Cfp®.
Leonard W. Barry, Ms, Cfp® previously worked as Founding Partner | Wealth Advisor at Yahara Wealth Management Llc and Wealth Manager at Sva Plumb Wealth Management, Llc. Leonard W. Barry, Ms, Cfp® holds Ms, Personal Financial Planning from College For Financial Planning.
Company email context
Email format at ER Doc Finance
This section adds company-level context without repeating Leonard W. Barry, Ms, Cfp®'s masked contact details.
{first}@yaharawealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Leonard W. Barry, Ms, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Leonard W. Barry, Ms, Cfp®
Leonard W. Barry, Ms, Cfp® is a Blog Contributor at ER Doc Finance. He possess expertise in financial planning, investment management, physicians, dentists, business owner planning and 1 more skills. He is proficient in English and German.
Listed skills include Financial Planning, Investment Management, Physicians, Dentists, and 2 others.
Current workplace
Leonard W. Barry, Ms, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Er Doc Finance
5 roles · 23 years
Leonard W. Barry, Ms, Cfp® work experience
A career timeline built from the work history available for this profile.
Founding Partner | Wealth Advisor
CurrentYahara Wealth Management LLC is a boutique fee-only financial advisory practice serving physicians, dentists, business owners, and retirees. We work for you at the intersection of investments, taxes, and retirement planning. Our clients want to make the best use of their hard-earned resources, but they prefer to spend their precious time on family, career.
Sep 2013 - Present
Blog Contributor
CurrentThe ER Doc Finance Blog: -The #1 Resource For ER Docs Who Want Trusted Money Advice-Concise Money Advice for Busy ER Doctors -Evidence-Based Strategies To Get Control Of Your Finances
Jan 2022 - Present
Wealth Manager
Provided investment management and financial planning services to individuals, trusts, and retirement plans.Wrote for the Wisconsin Medical Journal, Wisconsin Dental Association Journal, and Wisconsin Law Journal.
2006 - Sep 2013
Business Analysis Consultant
Worked on team that produced Forms 1099-R and 5498 for credit union IRA programs nationwide. Gained extensive knowledge of contributions, distributions, and tax reporting rules for Traditional IRAs, Roth IRAs, Coverdell Education Savings Accounts, and Health Savings Accounts.
2003 - 2006
~3 yrs
2 education records
Leonard W. Barry, Ms, Cfp® education
Ms, Personal Financial Planning
Ba, Classics (Latin And Greek)
FAQ
Frequently asked questions about Leonard W. Barry, Ms, Cfp®
Quick answers generated from the profile data available on this page.
What company does Leonard W. Barry, Ms, Cfp® work for?
Leonard W. Barry, Ms, Cfp® works for ER Doc Finance.
What is Leonard W. Barry, Ms, Cfp®'s role at ER Doc Finance?
Leonard W. Barry, Ms, Cfp® is listed as Blog Contributor at ER Doc Finance.
What is Leonard W. Barry, Ms, Cfp®'s email address?
AeroLeads has found 1 work email signal at @yaharawealth.com for Leonard W. Barry, Ms, Cfp® at ER Doc Finance.
Where is Leonard W. Barry, Ms, Cfp® based?
Leonard W. Barry, Ms, Cfp® is based in Madison, Wisconsin, United States while working with ER Doc Finance.
What companies has Leonard W. Barry, Ms, Cfp® worked for?
Leonard W. Barry, Ms, Cfp® has worked for Er Doc Finance, Yahara Wealth Management Llc, Sva Plumb Wealth Management, Llc, and Cuna Mutual Group.
How can I contact Leonard W. Barry, Ms, Cfp®?
You can use AeroLeads to view verified contact signals for Leonard W. Barry, Ms, Cfp® at ER Doc Finance, including work email, phone, and LinkedIn data when available.
What schools did Leonard W. Barry, Ms, Cfp® attend?
Leonard W. Barry, Ms, Cfp® holds Ms, Personal Financial Planning from College For Financial Planning.
What skills is Leonard W. Barry, Ms, Cfp® known for?
Leonard W. Barry, Ms, Cfp® is listed with skills including Financial Planning, Investment Management, Physicians, Dentists, Business Owner Planning, and Retirement Plan Consulting.
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