Barry Gessner, CFP®
Barry Gessner is very passionate about what he does. For more than three decades, Barry’s goal has been to help his clients protect their assets, grow their wealth, achieve their goals, and create their ideal lifestyles. Barry prides himself and his practice on being a resource for all things financial, which he believes reduces stress for his clients.
Barry has focused on the fundamentals of clients' well-being by putting their best interests first as a fiduciary and delving deeply into their values and identity. This enables him to build truly customized strategies that guide clients’ decision-making, remove emotional and often fear-based responses to uncertainties, and make what is often complicated seem easily manageable.
When not in the office, Barry enjoys reading, visiting breweries and wineries, watching sports, especially the Philadelphia Phillies and Eagles, and playing golf. He and his wife Sharon love to travel.
B.A. Economics and Financial Management
CERTIFIED FINANCIAL PLANNER™
Member Financial Planning Association
Chartered Financial Consultant ChFCⓇ
Behavioral Financial Advisor BFA™
FINRA 6, 63, 65, and 7 Licensure and life, health, property & casualty insurance licenses