Dave Barney currently serves as a Workplace Planning Consultant I at Fidelity Investments since April 2023, following a role as a Workplace Planning & Advice Associate. Prior experience includes working as an Investment Adviser Representative at WealthCare Consulting, LLC from July 2017 to September 2020, where fee-based financial planning and investment advisory services were provided. Additional past roles include Territory Sales Manager at Rocky Mountain Orthodontics, Territory Manager at American Orthodontics, Internal Wholesaler at Pacific Life, and Financial Advisor - Senior Case Manager in the Planning Department at Lincoln Financial Advisors. Dave Barney holds a B.S. in Psychology with a Pre-Dental/Business Minor from Brigham Young University and an MBA with an emphasis in Financial Planning from San Diego State University.
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