BARBARA J. O’LEARY is a Master Certified Estate Planner. She is also a Financial Planner and an Investment Advisor Representative with Cetera Advisor Networks LLC.
Barbara has been in the insurance, employee benefits, estate and financial planning field since 1988. She has the following Licenses, Registrations and Certificates:
· Series 6, Series 63, Series 65 and Series 7 Registrations
· Certified Employee Benefit Specialist
· Certified Estate Planner
· Enrolled Agent
· Master Certified Estate Planner
· Registered Financial Consultant
· Notary Public
She has served in various capacities with the following associations:
· Past President, National Capital Chapter of the ISCEBS
· Past Treasurer of the American Business Women’s Association
| Available Specialties | Request More Quote |
|---|---|
| Personal Taxes | Request Quote » |
| Individual Tax Preparation | Request Quote » |
| Personal Retirement Tax | Request Quote » |
