Team
At Euvino / Barbara Private Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Frank Euvino is a co-founder and managing partner at Euvino Barbara Private Wealth Management. He has over 20 years of trusted experience in the financial services industry. He believes the cornerstone of financial planning is the...
Joseph Barbara, Managing Partner of Euvino Barbara Private Wealth Management, works tirelessly each day with three things in the forefront of his mind: his family, his community, and his clients. It was his desire to help people that...
Marie Simonsen began working with Euvino Barbara Private Wealth Management in September 2018 as a Client Services Associate. In her role, Marie maintains that customer satisfaction is the first priority which she exemplifies through...