Brian Barrett, CFP®, BFA™, CPWA®

As a Certified Financial Planner™ (CFP®) in the financial services industry, Brian Barrett provides comprehensive wealth management to executives, athletes, business owners, and second-generation inheritors. Based in NorthRock’s Chicago office, Brian works with clients on executive compensation planning, tax-aware wealth management strategies, and complex financial planning needs.

Brian specializes in helping successful professionals and entrepreneurs navigate the complexities of wealth creation, preservation, and transition. He partners with clients to develop personalized financial strategies that address critical areas such as equity compensation, tax optimization, retirement planning, and estate and generational wealth transfer. He helps clients understand complex financial concepts and evaluate planning strategies during career and financial transitions.

With a passion for building long-term relationships and providing a tailored approach to each client’s unique goals, Brian is committed to supporting clients at every stage of their financial journey—from career advancement to wealth management and legacy planning. Whether working with high-net-worth individuals, families navigating wealth transfer, or entrepreneurs growing their businesses, Brian is dedicated to empowering his clients to make informed financial decisions that align with their ambitions for both career and personal success.

Professional Designations and Associations

-Bachelor of Science in Accounting & Finance | DePaul University
-Wealth Management Theory & Practice Training | Yale School of Management
-Certified Financial Planner (CFP^®)
-Behavioral Financial Advisor (BFA™)
-Certified Private Wealth Advisor (CPWA^®)