What are Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®’s favorite books?
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Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®

Contributing Expert at Forbes
Tampa, Florida, United States
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What are Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®’s favorite books?
Profile Image for Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®

Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®

Contributing Expert at Forbes
Tampa, Florida, United States
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Barry Flagg, the inventor and founder of Veralytic, is a veteran of the financial services industry with over three decades of experience. He is the oldest youngest CERTIFIED FINANCIAL PLANNER™* in the history of the College of Financial Planning and holds CLU, ChFC, GFS® and AEP® designations. As a recognized expert in applying Prudent Investor principles to life insurance, Barry has been featured in several conferences, radio shows, and industry publications across the country. He has written extensively about standards of care for the prudent selection and proper management of life insurance portfolios, and his work has been published in several prestigious journals, including A Practical Guide To Drafting Irrevocable Life Insurance Trusts, ABA Trusts & Investments, and Wealth Management Business magazines.

Barry has served in various capacities throughout his career, contributing his expertise to different organizations. He was a Continuing Education Instructor at Lorman Education Services, a Consulting Expert at Barry D. Flagg, CFP®, CLU, ChFC, and a Guest Lecturer at Texas Tech University, among many others. He has also been a member of several professional bodies, including the Society of Financial Service Professionals, the Financial Planning Association (FPA), and the Leadership Boot Camp for Life Insurance Stewardship.

Barry's education includes a Bachelor of Science degree in Finance from Seton Hall University, where he graduated Cum Laude. He also studied Financial Planning and Services at The American College and became the youngest CFP candidate in the recorded history of the College for Financial Planning to complete the CFP Education Program back in 1987.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.