Barry Brooksby: An Experienced Financial and Wealth Planner - PowerPoint PPT Presentation

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Barry Brooksby: An Experienced Financial and Wealth Planner

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Barry Brooksby is a wealth strategist in Saint George, Utah. He specializes in assisting clients with asset optimization, increasing wealth, lowering risk and has 14 years of experience in financial and investment industry. He has a wide range of skills including financial analysis, team building, strategic planning, real estate, public speaking, asset management, and more. He has a rich experience of working with a number of companies. From 2001 to 2003, he was at Allstate Financial and World Financial Group. After that, he became licensed as a real estate agent. From 2003 to 2008, Barry Brooksby owned and operated iVest Capital, Inc. as the President. Barry also co-founded Optical Financial in 2011. He offers wealth and protection strategies to his clients. – PowerPoint PPT presentation

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Title: Barry Brooksby: An Experienced Financial and Wealth Planner


1
Barry Brooksby An Experienced Financial and
Wealth Planner
2
Barry Brooksby is a wealth strategist in Saint
George, Utah. He is presently working at Optic
Financial and is a strategic partner/affiliate
with Paradigm Life. He specializes in assisting
clients with asset optimization, increasing
wealth, and lowering risk. He has over 14 years
of experience in the financial and investment
industry. He has a wide range of skills including
financial analysis, team building, strategic
planning, real estate, public speaking, asset
management, and more.
3
When he was young, he generated his interest in
real estate industry as his parents were also
associated with the same. Barry Brooksby attended
Utah State University in Logan, UT where he
received his Bachelor's degree. He has strong
analytical skills and gained knowledge and sound
understanding of the industry.
4
He has a rich experience of working with a number
of companies. From 2001 to 2003, he was at
Allstate Financial and World Financial Group
where he sold financial securities and life
insurance. After that, he also became licensed as
a real estate agent and gained experience in
residential and commercial real estate. Besides
starting several of his own financial and real
estate companies, he also worked with a large
land development company as its President.
5
From 2003 to 2008, Barry Brooksby owned and
operated iVest Capital, Inc. as the President and
during this time, his job responsibilities were
trust deed investments, mortgages, and private
money lending. Barry co-founded Optical Financial
in the year 2011. The company is based in Saint
George, Utah and offers a wide range of services
related to the financial industry.
6
Barry offers wealth and protection strategies to
his clients. He is fully dedicated to his company
and career and works with the aim that his
clients' success is his own success. He has also
been the President at London Real Estate
Corporation and was engaged in consulting, real
estate development and investments areas. He
loves playing guitar, as well as mountain biking
and spending time with his family.
7
Thank You Barry Brooksby
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