Brian Barrett, Co-Founder of Casey Barrett Financial & Insurance Services

Brian Barrett, Co-Founder of Casey Barrett Financial & Insurance Services Financial Advisor offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions.

At Casey Barrett Financial, we believe that financial success is, at its core, fueled by strategy, confidence, and having the right advisors by your side. Financial planning is an act of creating a secure, strategic, and confident future for you and the people you care about. We believe in a different kind of wealth management—one that prioritizes education, strategic planning, and long-term finan

cial success. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Casey Barrett Financial & Insurance Services, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Casey Barrett Financial & Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Casey Barrett Financial & Insurance Services
50 Old Courthouse Square
Suite 601
Santa Rosa, CA 95404
Office: 707-595-7956

AR License #18802708
CA License

06/01/2026

Excited to announce that we are hiring two more financial advisors to join our team as part of a partnership between New York Life and Casey Barrett Financial & Insurance Services!

If you are looking to build a career in financial services, we offer the mentorship, training and support needed to help you succeed!

We are seeking highly motivated, relationship driven candidates who are looking to provide a positive impact in the lives of individuals, families and small businesses.

More details can be found in the comments below.

05/13/2026

Hi folks. I am hiring for a part-time office assistant. Details can be found below.

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to ...
05/08/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

We connected with the community on sustainable investing—showing how portfolios can align with personal values and long-...
05/04/2026

We connected with the community on sustainable investing—showing how portfolios can align with personal values and long-term impact.

Also our first time debuting the new popup tent and backdrop.

Thanks to everyone who stopped by! Curious about aligning your investments with what matters most to you? Let’s connect.

We had a great time talking with other business owners, executives and attendees at the showcase. We love the community ...
04/29/2026

We had a great time talking with other business owners, executives and attendees at the showcase. We love the community in which we work and this is a great opportunity to come together and learn about what each other does. Our team had some fun at the photo booth too.

We’re excited for today’s Business Showcase at the Luther Burbank Center!Stop by our booth to say hello, meet some of ou...
04/28/2026

We’re excited for today’s Business Showcase at the Luther Burbank Center!

Stop by our booth to say hello, meet some of our newest team members, and enter for a chance to win a great raffle prize. We’d love to connect and see some familiar faces—hope to see you there!

How do we keep more Sonoma State graduates working right here in Sonoma County?Had a great conversation with Michael Spa...
03/15/2026

How do we keep more Sonoma State graduates working right here in Sonoma County?

Had a great conversation with Michael Spagna, newly appointed President of Sonoma State University, about strengthening connections between SSU students and local employers.

There’s incredible talent coming out of SSU. The more we engage early — through mentorship, panels, internships, and real conversations — the stronger our local workforce becomes.

If you’re a Sonoma County employer interested in connecting with students, let me know.

We're at the Sonoma State Job Fair today meeting students and employers! We're still hiring for financial advisors. More...
03/13/2026

We're at the Sonoma State Job Fair today meeting students and employers! We're still hiring for financial advisors. More news to come!

Super excited to share some updates about our business and team growth in coming weeks. We greatly appreciate the love a...
03/03/2026

Super excited to share some updates about our business and team growth in coming weeks. We greatly appreciate the love and support from our clients and peers regarding this new venture. Stay tuned!

Casey Barrett Financial is excited to make an announcement that we are expanding our team. We’re looking for people who ...
01/09/2026

Casey Barrett Financial is excited to make an announcement that we are expanding our team. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. You can check out the indeed posting below, or message me with any questions:

Address

50 Old Courthouse Square, Suite 601
Santa Rosa, CA
95404

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 12pm

Telephone

+17075697106

Website

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