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Barry F
CFP®, ChFC®, Series 63
Tampa, FL
Kestra Advisory
Barry Flagg is a CFP® and ChFC® credentialed advisor with 36 years of industry experience. He is registered with Kestra Advisory and Kestra Investment Services since 2016 and has been associated with Moore Thomas since 1986. Outside of his advisory role, Flagg is involved in speaking engagements on life insurance portfolio evaluation and manages Triangulum Financial Partners, focusing on client advising related to life insurance. He is also the founder and president of THEInsuranceAdvisor.COM, a life insurance research publisher, and contributes to curriculum development and ethics guidance related to life insurance for professional organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves very large institutional investors, including sovereign wealth funds, and supports discretionary and non-discretionary services with due diligence on recommended investments.
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