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 |