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Interview with Barry Rutten, CFP® Co-Founder and Managing Partner of WealthDefense Financial Advisor

  • Broadcast in Entrepreneur
Business Innovators Radio

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An admitted industry “contrarian” who is wary and often critical of conventional financial wisdom, is the Co-Founder and Managing Partner of WealthDefense Financial Advisors, which focuses on the unique needs and goals of business owners, high-income professionals, upwardly mobile families, real estate investors, and those entering or already in retirement.

With over 35 years of experience as a Certified Financial Planner, Barry has developed and refined a proprietary process for creating collaborative and cooperative financial and retirement planning engagements with clients.

Barry has owned and operated several financial planning and investment advisory firms and served as the Director of Financial Services and Director of Charitable Trust Planning for a major bank located in the Pacific Northwest.

Outside of work, Barry is a boating enthusiast who can often be found on the waters of Lake Washington, Puget Sound, and the Salish Sea. He resides in Kirkland, Washington with his wife Colleen and enjoys hiking and weight lifting, traveling, chasing new “first” experiences and he is always striving to catch the perfect sunset picture.

Learn More www.WealthDefenseGroup.com

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