Erik Barnes

Warrenville, IL

Verified Identity

Retirement Portfolio Partners

Years of Experience

17 years

Member Since

2023

Allow Me to Introduce Myself

Erik Barnes, CFP® is a Naperville, IL fee-only financial planner. He created Retirement Portfolio Partners (RPP) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor...

Clientele

Retirees

Surviving Spouses

High Net Worth Individuals

Services Provided

Tax Planning

Financial Planning

Retirement Planning

Investment Management

Specialties and Expertise

Tax Minimization Inv...

Retirement Income

High Net Worth Planning

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

Flat Fee

Education

North Central College

B.A. Economics

Obtained in 2003

Disclosures and Proof of License

SEC Profile

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