Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®

Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® has a long-standing career in the life insurance industry. Barry began their career in 2002 as Principal and Sub-Advisor to 1000s of Life Insurance Trusts at Triangulum Financial Partners. In 2003, they founded Veralytic, an independent life insurance research company based in Tampa, Florida. Barry served as Founder, Inventor, and President of the company until 2020. In 2020, they began serving as Contributing Expert for Forbes and CFP Board Professional Standards & Legal Department Volunteer. In 2021, they joined The Center for Board Certified Fiduciaries (CBCF) as a Board Member and Specialty Leader in Applied Fiduciary Practices for Life Insurance. Barry also serves as a Continuing Education Instructor for www.barryflagg.com, Lorman Education Services, and Clear Law Institute.

Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® attended Seton Hall University from 1981 to 1984 and received a Bachelor of Science in Finance from the W. Paul Stillman School of Business. In 1982, they obtained their CFP® certification from the College for Financial Planning, making him the youngest in history at the time of certification. From 1987 to 1991, they attended The American College of Financial Services and obtained their CLU and ChFC certifications. In 1993, they obtained their Chartered Financial Consultant (ChFC) certification from The American College. In 2013, they obtained their Global Financial Steward (GFS®) certification from 3ethos. In 2021, they obtained their Accredited Estate Planner (AEP®) certification from the National Association of Estate Planning Councils.