Barbara Clemons,
CFP®, CLU®, ChFC®, CTFA, AEP®LPL Financial Planner
Barbara serves as a LPL Financial Planner with ESL Investment Services. In this role, Barbara works with a broad mix of individuals, providing financial planning, retirement planning, estate planning, and general financial advice. A graduate of SUNY Fredonia with a Bachelor of Business Administration, Barbara has also earned several industry certifications, including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL) conferred by The American College, Chartered Life Underwriter (CLU), Certified Trust and Financial Advisor (CTFA), and Accredited Estate Planner (AEP®) designation.
Barbara has been in financial services for over 25 years, holding positions in life insurance and investment sales, comprehensive financial planning, teaching/coaching, compliance, and financial planning software design. The variety of positions Barbara has held over the years provides her with an experienced perspective in guiding clients toward pursuing their financial goals.
Barbara serves as a board member of with the Rochester Childfirst Network and Rochester Estate Planning Council. She also is a member with the Financial Planning Association and previously served as an Adjunct Professor at St. John Fisher University.
Click here to check the background of this investment professional on FINRA's BrokerCheck.
