Barbara Clemons

Barb is passionate about financial education in all its forms. She is a frequent presenter at local and national venues with both technical content and presentations on the emotional side of money.

With more than 30 years of experience in financial services Barb has held a variety of roles including compliance, sales, management, and comprehensive financial planning. Barb is an experienced educator having taught Series 7 classes, Certified Financial Planner Classes and financial planning software training classes. She also conducts financial education classes for consumers.

Barb has a BS in Business Administration from SUNY Fredonia and holds the following certifications: CFP®, ChFC®, CASL®, CLU®, CTFA®, and AEP®. Barb is an active member and past president of the Estate Planning Council of Rochester. She is also Board Vice Chair for Rochester Childfirst Network and an active volunteer.