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Barnaby Bullard
Wealth Management Advisor
Barnaby Bullard is a highly experienced financial planning specialist, adept at guiding both individuals and businesses towards a secure financial future. With a focus on providing peace of mind to clients, Barnaby's expertise lies in portfolio management, retirement planning, education funding, business succession planning, risk management (insurance), and estate planning. He holds a Master of Science (M.S.) degree in Finance and Financial Management Services from San Diego State University-California State University, and a B. A. in Economics from the University of Rochester. Formerly, Barnaby served in various roles including as the Senior Vice President at Atlas Private Wealth Management, LLC, Owner at Bullard, McLeod & Associates, Inc., Director of Financial Planning at The Hunter Group, and Lieutenant in the United States Navy.
