Bentley Financial & Insurnace Services, Inc.

Harry M. Barth

Professional Experience

Mr. Barth is the founding member and the Senior Partner in the firm BARTH BERUS & CALDERON, LLP. His practice is devoted to business law, contract law, real estate law, and estate planning matters, focusing primarily on the application of these areas in asset protection.

Mr. Barth assists franchisees, CEOs, executives, physician groups, and wealthy families with their estate conservation goals, charitable planning, business succession, and asset protection planning.

Mr. Barth is admitted to practice law in California and the United States District Court, Northern, Eastern, Southern and Western Districts of California, U.S. Court of Appeals 9th Circuit, U.S. Court of Federal Claims, U.S. Tax Court, and the U.S. Supreme Court.

Mr. Barth has more than 35 years of experience in the financial services industry.

Mr. Barth is the managing member of H.M. Barth & Company Financial Planners, LLC and managing partner of BARTH, BERUS & CALDERON, LLP.

Certifications/Specialties

* Certified Wealth Preservation Planner (offered thru the Wealth Preservation Institute)

* Certified Asset Protection Planner (offered thru the Wealth Preservation Institute)

* Certified Financial Planner(CFP) Practitioner

* Chartered Financial Consultant (ChFC)Ã‚Â®

* Certified Estate Advisor (CEA)

* Certified Life Underwriter (CLU)Ã‚Â®

* Graduate Estate Planning Advisor (GEPA)Ã‚Â®

* Licensed Real Estate Broker, State of California

* Masters of Business Administration in Financial Planning

Associations

* California Bar Association

* Orange County Bar Association

* National Academy of Elder Law Attorneys

* National Association of Financial and Estate Planning

* State Representative for the Asset Protection Society

* Wealth Preservation Institute

* Financial Planning Association

* North American Association of SUBWAY Franchisees, Associate Member

* Vistage, The World’s Largest CEO Membership Organization, formerly known as TEC International

Seminars Taught

Mr. Barth is a frequent lecturer on asset protection planning, estate planning and business succession planning.

* Banfield Charter Practice, Pet Hospitals/Petsmart

* Burger King

* California Restaurants Association Educational Foundation - Western Foodservice & Hospitality

Expos

* Carl’s Jr. - Star Franchisee Conferences

* Citrus Valley Medical Center Foundation

* College for Financial Planning, Past Adjunct Professor

* Denny’s Franchisee Association Conventions

* Domino’s Pizza, California

* El Pollo Loco Conventions

* Fosters Freeze Conventions

* Houlihan’s Strategic Partner Conference

* IHOP Corp National Convention, Northeast and Southwest Regional Conventions

* Independent Hardee’s Franchisee Association

* The Instrumentations, Systems, Automation Society (ISA)

* Jack In The Box - National Jack In The Box Franchisee Convention, Southern California Jack In

The Box Franchisee Association

* KFC - Southeast KFC Convention

* MCL Financial

* Milestone Insurance Brokers, Inc. - Annual Leadership Conference

* Masonic Lodge, Yorba Linda

* National Association of Chemical Distributors National Convention

* National Association of Chemical Distributors Western Regional Conventions

* National Electrical Contractors Association, Orange County Chapter

* National Tooling and Machining Association, Los Angeles Chapter

* North American Association of Subway Franchisees, Spring & Fall Forums, and National Conventions

* Orange County Register

* Pre and Post Retirement Planning, sponsored by La Mirada Landmark

* Professionals in Human Resource, Chapter 8

* Quaker Oats

* South Orange County Chamber of Commerce

* Southern California Filipino Veterinary Medical Association

* Valley Radiation Therapy Medical Association

* Vistage International, The World’s Leading CEO Membership Organization, formerly known as TEC International

* Western Lodging Show

* WTO/ Chinese Chamber of Commerce

* XO Club (Exclusive Chinese Business Owners Association), California