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Barry Waxler
Barry Waxler
Financial Advisor
San Diego
,
CA
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Barry Waxler is an independent financial consultant and a motivational speaker on financial topics. Waxler has over 35 years’ experience advising clients on strategic investment platforms that promote wealth accumulation and tax advantages. He holds numerous top sales awards from groups such as Banner Life Insurance Company, Fidelity and Guaranty Life Insurance and Minnesota Life, Lincoln Financial Group, and Ohio National Life. His collaborative approach with agents, planners, tax and legal professionals focuses on tax-deductible life insurance options and strategies to leverage your financial position, to help clients avoid significant monetary loss during retirement and protect assets from predators and creditors. Waxler’s focus is on the upper middle income and accredited investor community to the affluent, including newly retired or pre-retired markets—individuals who have an interest in protecting assets, growing their investments and creating a legacy for their families. His simple yet robust investment strategy allows for higher liquidity and higher returns with a focus away from traditional annuity investments and towards investment grade insurance options, as well as using high quality alternative investments especially in hard economic times. In comparison to financial planners who receive commissions through a variety of multi-level marketing contracts, Waxler focuses on long-term clients that are referred to him and takes no commission until clients are receiving significant earnings, utilizing his platform. As a financial strategist, Waxler comes to the table with experience in health, life, financial contracts, including both private placements and publicly traded funds, as well as a thorough understanding of the financial markets and related tax implications for his clients. His alignment partners include accountants, tax specialists and attorneys. Waxler understands that today’s volatile and often unstable economic market creates uncertainty for clients in his target market. Individuals are often besieged by financial “sales-focused” agents, who promote short-term investment strategies that can produce unnecessary tax burdens and threaten their retirement and assets. To this end, Waxler and his associates promote long-term, compassionate financial relationships with clients that strive to protect them from the risks in the industry and the market. Universal Financial Consultants Corporation’s mission is to provide a simple, result-driven investment strategy for pre and post-retirement markets that promote wealth accumulation, asset protection, tax mitigation and alternative market choices.

Waxler holds Series 6, 63, 22, 26, 65, and 82 licences.

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