R J Barber Aif®, Aams®, Cmfc® Email & Phone Number

RJ Barber is a veteran fiduciary and Wealth Management Advisor, serving the community and clients for over 22 years. Focusing on providing clients with the Fiduciary-Standard-of-Care and empowering them through education and financial literacy, he has a proven record of facilitating successful outcomes. In 2023, RJ joined Lesko Financial Services Inc. LFS was established in 1948 and has been proudly serving clients and the community for over 76 years. Locally owned and fiercely independent, and founded under the core principal of “The clients’ best interests must come first”… long before it was required. As of 12/31/2023, LFS had $1.1 Billion in assets under management, over 7000* clients and combined experience of over 228 years^. RJ also acts as the Director of the Binghamton Investment Fund and Zurack Trading Room in Binghamton University's School of Management. Prior to joining Lesko, RJ created and led the largest advisor group at Visions Investment Services, the Barber Porter Group, where he served members and the community for 15 years. RJ has been consistently recognized among the best in the financial services industry including among LPL Financials top financial advisors (2008-2023). This distinction is based on annual productivity and customer service of over 23,000 registered advisors nationwide supported by LPL Financial.He holds a Bachelors Degree Cum Laude from Suffolk University in Boston, MA and is a 2006 graduate of the Broome Leadership Institute, a leadership program of the Greater Binghamton Chamber of Commerce. He has maintained various securities registrations and insurance licenses in several states and is certified to offer the NYS Partnership for Long-Term Care Insurance. In addition to his experience in financial services… RJ has a strong background in business, education, communications and marketing. He holds the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies™ and the ACCREDITED ASSET MANAGEMENT SPECIALIST® and CHARTERED MUTUAL FUND COUNSELOR® designations from The College for Financial Planning. These highly regarded designations required a robust course study and mastery of complex financial concepts culminating in the successful completion of proctored examinations. Additionally, the designations require an annual commitment to continuing education and demonstrated understanding of best practices. *LFS AUM and client data as of 12/31/2023^Source: FINRA Broker Check

Listed skills include Strategic Financial Planning, Investments, Retirement Planning, Finance, and 12 others.