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Bradley B

CFP®, Series 63, Series 65

Bakersfield, CA

Entruity Wealth, LLC

Bradley Barnes is a CFP® with 44 years of industry experience, currently serving as President and CIO at Entruity Wealth, LLC in Bakersfield, CA. His prior experience includes roles at Purshe Kaplan Sterling Investments and Morgan Stanley. He is a board advisor for the Estate Planning Council of Bakersfield and serves on the board of the Downtown Rotary Club of Bakersfield. Entruity Wealth manages approximately $128.6 million across about 281 client relationships, primarily serving individual and high-net-worth clients with portfolio management, financial planning, retirement-plan consulting, and cash management. The firm employs multiple asset-allocation strategies and incorporates borrowing, derivatives, and structured instruments in its investment approach, while also offering managed held-away accounts and estate-planning support.

Options & derivatives strategies Cash flow / budgeting
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Andrew B

CFP®, Series 66, Series 63

Bakersfield, CA

Entruity Wealth, LLC

Andrew Barnes is a CFP® professional with 11 years of industry experience. He is the President and CIO of Entruity Wealth, LLC in Bakersfield, CA, where he has been since 2017. Prior to founding Entruity Wealth, Barnes worked at Morgan Stanley from 2015 to 2017. Entruity Wealth serves individuals, trusts, estates, employer retirement plans, and business entities by providing investment advisory, financial planning, retirement plan consulting, and cash management services. The firm employs asset-allocation strategies combined with fundamental, technical, and charting analysis, and utilizes margin and derivatives within separately managed accounts alongside third-party model tools to manage and tax-optimize client portfolios.

Options & derivatives strategies Cash flow / budgeting
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