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Barry Brooksby: An Experienced Financial and Wealth Planner

Barry Brooksby: An Experienced Financial and Wealth Planner

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Page 1: Barry Brooksby: An Experienced Financial and Wealth Planner

Barry Brooksby: An Experienced Financial and Wealth Planner

Page 2: Barry Brooksby: An Experienced Financial and Wealth Planner

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.

Page 3: Barry Brooksby: An Experienced Financial and Wealth Planner

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.

Page 4: Barry Brooksby: An Experienced Financial and Wealth Planner

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.

Page 5: Barry Brooksby: An Experienced Financial and Wealth Planner

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.

Page 6: Barry Brooksby: An Experienced Financial and Wealth Planner

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.

Page 7: Barry Brooksby: An Experienced Financial and Wealth Planner

Thank You

Barry Brooksby