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
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:
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 and his wife, Tricia, live in Danville. They have enjoyed many years of coaching and being spectators at their daughter’s sports competitions. They are passionate about entertaining, especially Italian wood oven cooking. Mike was a NCAA decathlete and USATF Master track and field athlete.