Mike Barry
Managing Partner
925.488.4007
Merrill Lynch Wealth Management:
Senior Vice President, Wealth Management Advisor, Portfolio Manager
Forbes “Best-In-State Wealth Advisors" 2018, 2019, 2020, 2021, 2023
Forbes "Top 250 RIA" 2023
Certified Investment Management Analyst® (CIMA®)
Defined Contribution Investment Consultant, DCIC
Certified Plan Fiduciary Advisor, CPFA
Certified 401(k) Professional (C(k)P®™)
University of California Santa Barbara: BA, International Relations / Business
Wharton School at the University of Pennsylvania: Certified Investment Management Analyst
Carondelet High School: Board of Trustees - Development Chair
Diablo Charitable Foundation: Co-Founder, Board Emeritus
Past Roles and Boards:
Diablo Country Club: President
Rotary International, American Diabetes Association, Walnut Creek Chamber of Commerce
Merrill Lynch National Training Faculty: Lecturer on Behavioral Finance, Optimal Practice Models, Goals Based Wealth Management
Mike spends his days between Danville and Southern Florida. He’s enjoyed many years of coaching and being a spectator at his daughter’s sports competitions. Mike was a NCAA decathlete and USATF Master track and field athlete. He enjoys entertaining, especially Italian wood oven cooking and grilling with his family and friends.