Mr J Barnes
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

11100 Santa Monica Boulevard
Los Angeles
CA
90025 3395
United States of America

Email: jbrb@capgroup.com
Telephone: 310 996 6074
Website: www.capitalgrouppcs.com
Practice Areas: Charity formation/administration, Family business, Investment
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Profession:
Financial Planner / Wealth Management / Client Relations/Marketing/Sales
Firm:
Capital Group
Branch/Chapter:
STEP Orange County
Committees:
Orange County Branch Committee
Special Interest Groups:
Business Families | Philanthropy Advisors
Biography:

In my practice I advise wealthy families on how to remain rich for multiple generations.  To achieve results I utilize financial planning, investment management and insights on philanthropy and tax-efficient wealth transfer.  The scope of what I offer to families and my collaboration with other advisors helps families attain their goals.   

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