Broker Check

Meet the Team

Joseph Barr

Owner/Financial Planner

(949) 401-4075

joseph.barr@ceterafs.com

Joseph is the Owner and Founder of Pinnacle Peak Financial. He has been in the financial services industry for over a decade and has previously worked at large financial institutions, including USAA, TIAA and E*Trade. He joined the industry while in college and immediately fell in love with the positive impact he could make in his clients’ lives. 

With this passion in mind, Joseph decided to start his own financial services firm to offer his clients a greater level of flexibility, independence, and transparency. He enjoys helping clients reach important milestones, whether that’s purchasing a home, sending their children to college, or retiring comfortably. No matter what their goals may be, Joseph is there to help them pursue them. His clients appreciate his knowledgeable, friendly, and conversational demeanor and know that when they work with Pinnacle, they will receive recommendations catered to them. These personal relationships are what drive Joseph to do his best work every day. 

Joseph has been married to his wife for 15 years and together they have twin boys and a little girl. Outside of the office, he enjoys traveling with his family.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.