Barbara has been affiliated with LPL Financial since 2008. She is a CERTIFIED FINANCIAL PLANNER™ professional. This designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. She obtained her FINRA Series 7 and 63 registrations in 2008, held through LPL Financial. She is responsible for the management of investment operations at Heymont & Company, including client service, accounting, and assisting with compliance matters with our broker/dealer and regulatory agencies. Barbara is a southern California native and earned her Bachelor’s Degree from UCLA. In her free time, she enjoys volunteering with local non-profit animal rescue organizations.