Barry Freedman

Barry Freedman,

978-239-8818 ecclmshp@gmail.com

Membership Director

Barry Freedman CFP® is the retired founder and chairman of Freedman Financial Associates Inc.,(www.freedmanfinancial.com)  a MA & FL  Registered Investment Advisor, since 1968.

He has served on the National Board of the Institute of Certified Financial Planners and served as Chairman & President of both the Greater Boston Chapter of the International Association for Financial Planning and the Greater Boston Society of the Institute of Certified Financial Planners.

He served as Chairman of the Foundation for Financial Planning (www.foundation-finplan.org) (2009-2010) and chaired the Grants Committee in 2007 – 2008.

He was  a founding member of the Board of Trustees of Ironwood on the Green, a 204 unit condo complex in Middleton, MA and served as its Treasurer,(2007-2009).

He served on the Board of Governors of the Estero Country Club (2015-2018) as chairperson  of the Long Range Planning Committee, and on the  Finance Committee. Previously served as chairperson of the Membership and Marketing Committee and the Master Plan Committee.

From 2000 to 2013 he served in various capacities on The Vines Community Association, President 2012-2013, Chair of the Community Relations Committee and Liason for VCA/ECC in negotiations with WamMart in Estero. He served as The Vines Representative on the Estero Council of Community Leaders 2009-2015.

Barry is an industry arbitrator for the FINRA and the NYSE. He has been a frequent speaker at industry meetings and has been quoted in The Wall Street Journal, Financial Planning Magazine, Investment Advisor, Changing Times, Money, The Boston Globe, The Boston Herald,  The News-Press and several other national and local publications.

He received his BSBA from Babson College, Wellesley, MA in 1964, and his CFP designation in 1975.

He is married to Judy and is the father of three sons and grandfather to 10 grandchildren.