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Barbara A. Ziontz, CFP®

Portfolio Manager

Barbara’s expertise includes the design and management of investment portfolios for clients, historical analysis of investment market behavior and mutual fund return. She has particular expertise in insurance related products. Barbara provides comprehensive financial advice and investment management to clients.

Barbara lives in Oakland.

Education
  • BS in Economics, Southern Connecticut State University
  • Personal Financial Planning Program at the University of California, Berkeley
Highlights
  • Barbara Ziontz is a CERTIFIED FINANCIAL PLANNER™ professional
  • Member of the Financial Planning Association (FPA)
  • Member & Finance Committee Chair of the Crisis Support Services of Alameda County Board of Directors
  • State of California Life Insurance and Accident & Health Agent
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