Certified Financial Planner™
Master of Business Administration
BIOGRAPHY
Ian currently serves as a Financial Advisor with Pure Financial Advisors. During more than 25 years in the private wealth management industry, he has helped a wide variety of high-net-worth families, executives, business owners, and other hard-working individuals achieve their financial goals. Among his broader financial planning capabilities, Ian has experience in retirement planning, investment management, and equity compensation.
Prior to joining Pure Financial, Ian held roles as a Senior Relationship Manager with Morgan Stanley and a Vice President with JPMorgan. He earned his CERTIFIED FINANCIAL PLANNER™ certification in August of 2005. Ian also earned his Master of Business Administration at The University of Chicago Booth School of Business, and Bachelor of Science in Business from Miami University.
Being the son of a US Air Force officer, Ian lived in several places growing up but has settled in the Chicago suburbs where he enjoys spending time with his kids, hiking, biking, and playing ice hockey.
Ian's Latest Contributions
What is equity compensation? Learn about restricted stock units (RSU), non-qualified stock options (NQSO), incentive stock options (ISO), employee stock purchase plans (ESPP) and more in this webinar with financial advisor Ian Barr, CFP®, MBA from Pure Financial Advisors. Ian explains time-based vesting, performance-based vesting, tax treatment, the life cycle, and benefits of the various […]
Employee Stock Purchase Plans (ESPPs) allow employees to buy company stock at a discount, fostering ownership and aligning interests with company performance. Pure’s Financial Advisor, Ian Barr, CFP®, helps you understand ESPPs’ mechanics, benefits, and key considerations so employees can maximize this benefit and manage their financial well-being. You will learn: Company stock discounts Tax […]
Restricted Stock Units (RSUs) are a popular form of equity-based compensation where employees receive company stock as part of their pay. Pure’s Financial Advisor, Ian Barr, CFP®, discusses RSUs’ terms and tax implications to help employees make informed financial decisions. FREE GUIDE | Retirement Readiness Guide Transcript RSUs have become a popular way to compensate […]
