In addition to being a Registered Investment Adviser, Mr. Kilzer is a licensed California attorney and real estate broker. He holds a Bachelor’s in Business from the University of Notre Dame, a Master’s in Management from the University of Southern California and a Juris Doctor from Southwestern University.

Barry honorably served in the US Army from 1970-1973 attaining the rank of First Lieutenant.

A financial adviser since 1978, Mr. Kilzer has worked with hundreds of seniors and retirees to ensure that they do not run out of money in retirement. His expertise helps retirees maintain independence throughout their golden years.

Barry lives in Carmel Valley, California, is married to his college sweetheart Nicole and is the father of two grown children who have flown the coop. He is a member of the Carmel Valley Rotary, on the Board of Directors for the Monterey Peninsula Chamber of Commerce and is Past President of Friends of Carmel Unified Schools (FOCUS).

He enjoys hiking with their Schnauzer, Scout, in the hills around their home, backpacking and fishing with his son, Chris, in the Sierra Nevada, Yoga, dancing, swimming and growing tomatoes.

We use cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we can take the guesswork out of your financial future.

Answers to this and many
other questions through a
30 minute consultation.