Harry Barth, JD, CWPP™
333 City Boulevard West
Orange, CA 92868
Harry M. Barth, J.D., MBA, CFP®, CWPP™, CAPP™, ChFC®, CLU® is a practicing attorney and Managing Partner at Barth Berus & Calderon, LLP, a full service law firm in Southern California serving business owners and families nationwide. The firm provides its clients with a broad range of legal services in matters such asset protection; business and corporate law; entertainment and intellectual property law; estate planning and probate; family law; labor and employment law; real estate; and tax law.
Harry is also the Managing Member of H.M. Barth & Company, LLC, a full service financial planning and wealth management firm. The partners and associates of Barth Berus & Calderon, LLP and associated members of H.M. Barth & Company, LLC are experts at designing and implementing sophisticated financial strategies for individuals and corporations seeking authoritative financial information and guidance. The firms have distinguished themselves by serving many of the area’s leading companies including leaders in the food and hospitality, manufacturing and healthcare industries.
Harry views his role as a trusted and long-term advocate and crusader of asset protection planning. He has more than 35 years experience helping members of famous brand name restaurant associations, their family, and their executives make informed decisions in personal and business finance, retirement, investing, estate conservation, business continuation and asset protection planning matters. Harry works personally with each client and their unique requirements to create a “financial blueprint” and to implement custom solutions for their needs. The ultimate goal is to enhance his client’s wealth, reduce their taxes and help them achieve their financial goals. An additional important facet of the planning process is to examine their risks, so that they are not financially destroyed by unexpected events.
Harry has been quoted in several major newspapers including the Wall Street Journal as well as numerous business associations’ newsletters and magazines, and he has made numerous appearances on radio and television as a financial commentator. As a financial planning lawyer and professional speaker, Harry has been providing an invaluable service to business communities nationwide by providing educational seminars. He has been an expo and convention general speaker to many prestigious brand-name restaurant and hospitality franchisee associations and corporations, veterinarian and healthcare professional groups and corporations, he has co-sponsored seminars with many Chambers of Commerce, minority business owner’s associations, and business owners and associations in the manufacturing industry.
Harry attained his law degree from Western State University of Law in Fullerton, California. He graduated from the University of Sarasota with an MBA in Financial Planning. He holds the following designations and certifications: Certified Financial Planner™ Practitioner (CFP®), Certified Wealth Preservation Planner™ (CWPP), Certified Asset Protection Planner™ (CAPP), Chartered Financial Consultant (CHFC®), Chartered Life Underwriter (CLU®), and Certified Senior Advisor® (CSA).
Harry has been a pioneer in the financial services industry and he is an active member of the Asset Protection Society, Financial Planning Association, and the Society of Financial Services Professionals. He is also a member of the American Bar Association, California Bar Association, Orange County Bar Association, and the National Academy of Elder Law Attorneys.