Barbara Stowell, LPL Financial Advisor
bstowell@iwmpartners.com

Barbara Stowell has worked in the financial services industry for over 14 years. As an experienced advisor, she is committed to providing caring, personalized financial guidance and service. She truly understands that every person is a distinct individual and that the only way to make a difference in other people’s lives is to listen. In this way, she learns about her clients’ needs and goals, and builds a successful long-term relationship based on trust.

Barbara graduated Cum Laude from National University with a Bachelor’s Degree in Behavioral Science and a Minor in Business Administration. She has taught retirement classes at several community colleges, and loves educating others about the importance of managing money, investing wisely, and building a portfolio with a strong foundation.

As a native Californian living in Orange County for most of her life, she is very active in the community and with her family.

 


   
FREE Financial Strategy Session to help identify your personal goals and objectives!

Call Today
888-777-1130

Or Email at bstowell@iwmpartners.com




Planning Specialties

Investment Planning

Retirement Planning

Insurance Planning

Estate Planning

College Planning

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Speaking Engagements

Insurance Comparisons for Government Employees

  • Efficient Costs
  • Confidence
  • Flexibility
  • Longevity
  • Living Value
     

    investment planningInvestment Planning

    Providing In-Depth Knowledge For A Clear Understanding

    • Personal Communication On A Consistant Basis
    • Have An Advisor That Will Listen To You 

    retirement planningRetirement Planning

    Continue To Enjoy The Lifestyle Of Your Dreams

    • Supporting A Lifetime Of Sound Advice
    • Building A Nest Egg For Financial Confidence

    insurance planningInsurance Planning

    Caring For Your Loved Ones In Your Absence

    • Personal Care In Difficult Times
    • Help Maintain Current Lifestyle

    estate planningEstate Planning

    Leave An Inheritance Instead Of A Headache

    • Protection From Lengthy Probate
    • Minimize Tax Liabilities

    college planningCollege Planning

    Saving For A Brighter Future

    • Understanding The Costs Of Higher Education
    • Reviewing Savings Opportunities