Wayne Barber, Jr., AI F®
About Wayne Barber, Jr., AI F®
Wayne Barber, Jr. serves as the Managing Director at Creative Planning Inc. in the Orlando, Florida area, where he focuses on charitable planning and business succession strategies.
Work at Creative Planning
Wayne Barber, Jr. serves as Managing Director at Creative Planning Inc. since 2017. Based in the Orlando, Florida area, he focuses on integrating charitable planning into financial strategies for clients. His role involves managing investment portfolios for various entities, including charities, individuals, and businesses. Barber specializes in business succession planning and risk management, providing tailored solutions to meet the unique needs of his clients.
Previous Experience at Water Oak Advisors
Prior to his current position, Wayne Barber worked as a Regional Consultant at Water Oak Advisors from 2013 to 2017. During his four years in Winter Park, Florida, he gained valuable experience in the financial advisory sector, enhancing his skills in portfolio management and client relations. This role contributed to his expertise in managing investments and developing financial strategies.
Education and Expertise
Wayne Barber holds a Bachelor of Arts degree from the University of Oregon. His educational background provides a foundation for his expertise in financial planning and investment management. He is recognized for his proficiency in charitable planning, business succession planning, and risk management, which are integral to his work at Creative Planning.
Charitable Planning Involvement
In his role at Creative Planning, Wayne Barber is actively involved in charitable planning. He assists clients in incorporating philanthropy into their financial strategies, ensuring that their charitable goals align with their overall financial objectives. This aspect of his work highlights his commitment to helping clients make a positive impact through their financial decisions.