Barbara O’Leary, CEBS, CEP, MCEP, RFC

Investment Advisor Representative

Registered Representative

BARBARA J. O’LEARY is a Master Certified Estate Planner.  She is also a Financial Planner and an Investment Advisor Representative with Cetera Advisor Networks LLC.

Barbara has been in the insurance, employee benefits, estate and financial planning field since 1988.  She has the following Licenses, Registrations and Certificates:

  • Series 6, Series 63, Series 65 and Series 7 Registrations
  • Certified Employee Benefit Specialist
  • Certified Estate Planner
  • Enrolled Agent
  • Master Certified Estate Planner
  • Registered Financial Consultant
  • Notary Public

She has served in various capacities with the following associations:

Past President, National Capital Chapter of the ISCEBS

Past Treasurer of the American Business Women’s Association

She is a member and/or associated with the following professional organizations:

  • National Institute of Certified Estate Planners
  • Network Advisor with The Estate Plan
  • National Association of Tax Professionals
  • Virginia Society of Enrolled Agents

 Daily, she provides personal and professional tax and financial planning services to individuals and small businesses.  She is well versed in both federal and state tax procedures.  The majority of her clients are based in the metropolitan area; however, she continues to serve many of her clients who have moved to other states.