Independent Financial Services
- Worked for Major League Baseball for a year.
- Worked in a bakery when she was 12.
- Loves to visit Vorderlanersbach, a small town in the Austrian Alps.
While working at Credit Suisse as an equity derivatives broker, Barbara Ginty found herself helping friends and family members on the side with their finances.
So, she left Wall Street, became a CFP and bought her family’s advisory practice in 2013. Her firm, Independent Financial Services of Kingston, N.Y., is affiliated with LPL Financial.
Ms. Ginty sits on the LPL Advisor Council, making suggestions to executives about programming, communications, corporate strategy, products and services.
She teaches personal finance classes in the continuing education department of the State University of New York, Ulster.
“I donate the earnings I receive ... to the college,” said Ms. Ginty, who also teaches pro bono classes on employee benefits to the staff of the local school district, and county and state workers.
Ms. Ginty teaches financial literacy subjects through her educational arm, Planancial Inc., with a weekly podcast called #Future Rich that gets 2,000 plays a month. She informs millennial women on earnings, debt, saving and how to achieve their financial goals.
“There’s not a lot of women advisers, so targeting and guiding them with a safe and non-judgmental space can improve their finances,” she said.
— Juliette Fairley