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Trusted Resources and Valued Partners

Whitney Barton, J.D., LL.M.

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Whitney advises on complex planning issues for closely held businesses, including entity structuring, the transfer of business interests and business succession planning. She counsels on gift, estate and generation-skipping planning, trust and probate administration, charitable giving and obtaining tax-exempt status for private foundations and public charities. 

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Keith Franklin, C.P.A, J.D.

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Russell, Mainini, and Franklin LLP offers a wide range of professional services to individual and business clientele. Their clients benefit from personalized service and quality assurance that is truly exceptional.

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​Teal Brown Zimring

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Teal provides rigorous analysis, clear communication, targeted advocacy, and a network of strategic partners to help make the most of clients' philanthropy and to affect meaningful, game-changing social innovation.

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Stuart Vetterick

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Stuart provides luxury real estate consulting to Southern California's â€‹most distinguished and influential residents with an award-winning in-house marketing team and an unwavering commitment to character, integrity and proficiency. 

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2065 San Elijo Avenue

Cardiff, CA  92007

© 2021 RG Bar Investment Group

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Brokerage and investment advisory products and services, are offered through Wells Fargo Advisors a member of FINRA and SIPC. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

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The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision you should seek advice from a financial, legal and/or tax professional and consider all the facts and circumstances of the investment. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

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Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Member FINRA/SIPC. 

 
This information is intended for use only by residents of the following states:
AZ, CA, CO, DE, FL, HI, IA, GA, IL, MA, MO, MN, NY, PA, SC, TN

 

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