Eric Barbarita
Eric Barbarita is a Managing Director and Financial Advisor at Bangerter Financial Services, Inc. Prior to joining, Eric was a small business owner and consultant. He has gained experience from working at a national advisory firm before deciding to transition into the alternative investment industry, specializing in 1031 Exchanges and Delaware Statutory Trusts. Eric holds his Series 22 (Direct Participation Programs Limited Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Combined State Law).
Eric takes great care in customizing a long-term plan for each of his clients. He takes pride in weighing individuals’ concerns of broader market trends with his experience in managing risk, tax implications, and estate planning. Above all, Eric enjoys educating and explaining investments to his clients, so they can make informed decisions for their valuable assets.
Originally from the East Coast, Eric attended California Polytechnic State University, San Luis Obispo. During his time at Cal Poly SLO, Eric discovered a passion for off-road driving, camping, and mountain biking. He enjoys playing softball, swimming, and international travel.