Alumnus of the Month

Mike Barry

Mike Barry

MSFS, CLU®, CHFC®

December 2013

Mike Barry is principal and founder of Barry Financial, L.L.C., an estate management firm specializing in wealth transfer and business succession planning. Mike specializes in addressing planning problems faced by family-owned businesses and transfer of ownership from one generation to the next. Working with medically rated cases is also an area of focus.

Mike is a current Board Member of The Boston Estate Planning Council (BEPC), Past Board Member with The Boston Chapter of the Society of Financial Service Professionals (SFSP) formerly known as The Boston Chapter of CLU and a life member of the Million Dollar Round Table (MDRT)1. He is a member of NAIFA and a member agent in The Nautilus Group®2.

He has been involved with The American College since 1986 when he earned his CLU® designation, and has been a generous supporter of The College over the years.

Mike participated at The American College’s Boston LIVE event last May.  He was a member of a panel discussion titled, “Mining Your Network.”  This panel consisted of highly successful financial professionals who shared their sales and marketing tips.

For his dedication to education and the financial services industry, The American College is proud to honor Mike Barry, MSFS, CLU®, ChFC®, as the December Alumnus of the Month.