Experience Makes all the difference

Barry Pinsky is a Certified Financial Planner certificant, a Chartered Financial Consultant, and a Chartered Life Underwriter. A native of Southern California, he attended UC Santa Cruz & earned his PhD in Chemistry from UC Berkeley. He began his career in the financial services industry in 1997, & has served as a guest columnist for the LA Business Journal, SF Valley division, the Daily News, California CPA Magazine, Valley Lawyer Magazine, and the National Jewish News. Barry and Linda are the proud parents of 4 sons, 4 daughters-in-law, and a growing collection of charming grandchildren. He is a past president of Shaarey Zedek Congregation, a member of the Executives support group for the Jewish Home for the Aging, a member of the California Society of CPAs, and a member of the San Fernando Valley Bar Association.  Barry is especially pleased to have been selected by the San Fernando Valley Business Journal as a Trusted Advisor in Wealth Management in 2014. 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Wealth Management

Encino, CA

November 2008 - Present

Merrill Lynch

Assistant Vice President

Encino

March 1997 - November 2008

Accomplishments

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • San Fernando Valley Business Journal Trusted Advisor in Wealth Management - 2014

Education

  • PhD, University of California, Berkeley
  • BA, University of California, Santa Cruz

Licenses

  • State of California, Life Insurance Licensed (#0C19416)

Personal & Community

  • Past President - Shaarey Zedek Congregation, North Hollywood, CA
  • Past Board Member - The Executives Support Organization, Jewish Home for the Aging
  • Member - California Society of Certified Public Accountants
  • Member - San Fernando Valley Bar Association

Registered States:

CA, CO, MD, NJ, NY, OR, TX, UT, WA