Harry M. Barth is of counsel to Mohajerian APLC. He counsels clients on asset protection and estate planning matters. He has more over 40 years of experience in the financial services industry. He represents franchise and corporate clients nationwide. Mr. Barth is the senior and managing partner of BarthCalderon LLP in Orange County.
Educational Background:
Juris Doctor
MBA degree in Financial Planning
Master of Science in Financial Services
Accredited Estate Planner (AEP®)
Certified Estate Advisor (CEA)
Certified Financial Planner™ Practitioner (CFP®)
Certified Wealth Preservation Planner™ (CWPP)
Certified Asset Protection Planner™ (CAPP)
Chartered Advisor in Philanthropy (CAP®)
Chartered Financial Consultant (CHFC®)
Chartered Life Underwriter (CLU®)
Certified in Long Term Care (CLTC)
Graduate Estate Planning Advisor (GEPA®)
He has co-authored a book, ” Planning Today for All Your Tomorrows, a Practical Guide to Help High Income and/or High Net Worth Clients“.
Mr. Barth views his role as a trusted and long-term advocate of asset protection planning in helping his clients achieve their financial goals and protecting their assets from third party creditors and lawsuits.
He has been helping high-wealth families, business owners, franchise clients and executives create a custom “asset protection blueprint” and to implement custom solutions for their needs. The ultimate goal is to enhance his client’s wealth, reduce their taxes and help them achieve their financial goals.
Professional Association Memberships:
American Bar Association, Member
California Bar Association, Member
Asset Protection Society’s California Representative
Financial Planning Association, Member
Orange County Bar Association, Member
Orange County Estate Planning Council Member
National Association of Estate Planners & Council
Partnership for Philanthropic Planning
State Representative for the Asset Protection Society
Seminars Taught
Mr. Barth is a frequent lecturer on asset protection planning, estate planning and business succession planning.
Accountancy Firms
American Association of Senior Executives
Banfield Charter Practice, Pet Hospitals/Petsmart
BDO Alliance Conference
Beverly Hills Realtors Association
Burger King
California Restaurants Association Educational Foundation – Western Foodservice & Hospitality Expos
CalCPA
Cal Society of CPA
Catapult Groups
Carl’s Jr. – Star Franchisee Conferences
CEO Organizations
Chabad
Citrus Valley Medical Center Foundation
College for Financial Planning, Past Adjunct Professor
Control Systems Integrators Association
Council On Aging – Orange County (Charitable Planned Giving)
Denny’s Franchisee Association Conventions
Domino’s Pizza, California
El Pollo Loco Conventions
Financial Planning Firms
Fosters Freeze Conventions
Goodyear Dealer Conference
Houlihan’s Strategic Partner Conference
IHOP Corp National Convention, Northeast and Southwest Regional Conventions
Independent Hardee’s Franchisee Association
Indian Medical Association of Southern California
Insurance Agencies
The Instrumentations, Systems, Automation Society (ISA) Jack In The Box – National Jack In The Box Franchisee Convention, Southern California Jack In The Box Franchisee Association
KFC – Southeast KFC Convention
MCL Financial
Milestone Insurance Brokers, Inc. – Annual Leadership Conference
Masonic Lodge, Yorba Linda
National Association of Chemical Distributors National Convention
National Association of Chemical Distributors Western Regional Conventions
National Electrical Contractors Association, Orange County Chapter
National Electrical Contractors Association, Los Angeles
National Pavement Expo
National Tooling and Machining Association, Los Angeles Chapter
North American Association of Subway Franchisees
Orange County Register
Pacific Life Insurance Company
Penn Mutual
Podcasts
Pre and Post Retirement Planning, sponsored by La Mirada Landmark
Professionals in Human Resource, Chapter 8
Quaker Oats
San Francisco Apartment Association
South Orange County Chamber of Commerce
Southern California Filipino Veterinary Medical Association
Structural Roof Erectors Associations
Valley Radiation Therapy Medical Association
Vistage International, The World’s Leading CEO Membership Organization, formerly known as TEC International
Webinars
Western Lodging Show
WTO/ Chinese Chamber of Commerce
XO Club (Exclusive Chinese Business Owners Association), California
YPO