Team Bios

Let us put the power of our team’s knowledge and years of experience to work for you today. We exist to serve you through a level of service that will exceed your expectations. Extraordinary is our standard and our family of raving fan clients express that better than us. Come to one of our events and meet us and our clients or call us today to start down the road on your journey to wealth management.

We welcome your call, your questions, and your challenges. We have solutions to help your financial means work towards your life goals.

Kevin Barrett, CPA (inactive), CFP®

President

A native of South Africa, Kevin moved to the United States at age nineteen to attend the University of San Diego where he graduated magna cum laude with a Bachelor of Arts in Accounting. Upon graduation he accepted a job with Deloitte & Touche where he practiced for four years and became Certified Public Accountant (CPA) (currently inactive). In 1999 Kevin left Deloitte & Touche to start his own business as a wealth manager, and in 2004 he achieved the additional designation of Certified Financial Planner (CFP®).

Heading an independent wealth management firm in the Del Mar area for 18 years, Kevin has focused on meeting the needs of high net worth individuals and their families. Kevin was President of the San Diego division of the Financial Planning Association, and served on the board of directors for four years. He has received recognition as a Five Star Wealth Manager for the past several consecutive years.

Personal Notes:

Kevin and his wife Audrey reside in Rancho Santa Fe and together they have two young sons, William and Nicolas. Both Kevin and Audrey played college sports and remain active in a wide variety of athletic endeavors. Kevin enjoys triathlons and completed his first Ironman in 2008. Among other athletic achievements he has represented the USA four times over the past 16 years in World Cup Touch Rugby events. Kevin also proudly became a U.S. citizen in 2001 and enjoys calling San Diego his home. Kevin and Audrey have traveled extensively to a combined total of more than forty-five countries and they look forward to sharing their global perspective with William and Nicolas through travel as the boys grow.

Advisory services offered through Wealth Alliance, LLC, a CA Registered Investment Advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth Alliance and IFG are not affiliated entities. OSJ Branch 12636 High Bluff Drive Suite 100 San Diego, CA 92130. CPA Lic # 75489 (inactive) CFP Lic # 094722 CA Insurance Lic # 0C64014

Jason Barney, ChFC, EA

Investment Advisor

Jason completed his bachelor of science in Business Administration with an emphasis in Operations Management in 1998 from San Diego State University. Upon graduation from San Diego State University Jason commenced with work as a financial planner and has acquired a breadth of experience working for various wealth management and insurance organizations.

Jason holds a Chartered Financial Consultant (ChFC®) designation and an Enrolled Agent credential with the Internal Revenue Service – an elite designation to provide tax preparation and representation services. In addition to work in the financial industry Jason uses his time and talents to further local nonprofit agencies. Jason has served as treasurer and executive council for his church and on the board of directors for River Valley Charter School. Jason resides locally with his wife of 25 years and their two children.

Advisory services offered through Wealth Alliance, LLC, a CA Registered Investment Advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth Alliance and IFG are not affiliated entities. OSJ Branch 12636 High Bluff Drive Suite 100 San Diego, CA 92130. CA Insurance Lic # 0C54028

Michael Newman, JD, LLM

Financial Analyst

Michael graduated magna cum laude from the University of Southern California with a Bachelor of Science in Business Administration with an emphasis in Finance in 2011. Following his undergraduate studies, Michael attended the University of San Diego School of Law where he graduated cum laude with his Juris Doctor and earned an LL.M. in Taxation. While at USD, he was a member of the San Diego Law Review and worked for the Federal Tax Clinic advocating on behalf of low-income taxpayers in disputes with the Internal Revenue Service.

As a team member at Wealth Alliance, Michael assists with investment modeling and analysis. In his free time Michael likes to travel, watch his favorite sports teams, and take in the horse races at Del Mar.