Anthony Barkate currently serves as President of California Retirement Plans LLC, a highly regarded financial strategy and management firm. He founded the Bakersfield, California-based company in 1990 and now represents some of the largest insurance and investment firms in the country. Prior to establishing California Retirement Plans, Mr. Barkate worked extensively in the financial services industry, fulfilling diverse roles that included multiple executive positions with such prestigious firms as Dean Witter Reynolds and Prudential Securities. Recognized as a financial authority, Anthony Barkate frequently contributes his professional insights to local newspapers and programs on both television and radio. Mr. Barkate commands 28 years of experience helping individuals and organizations care for their wealth in preparation of retirement.
Anthony Barkate holds a Bachelor of Science in Marketing and Finance from California State University, Northridge, which he attended between 1997 and 1981. Mr. Barkate went on to complete a Master in Personal Financial Planning, a degree held by only around 1% of all professionals presently working in the financial services sector. Concentrating on estate and retirement planning, investments, and tax-related issues, Anthony Barkate received his graduate degree from the College for Financial Planning in Greenwood Village, Colorado. In addition to his present responsibilities as an executive, Mr. Barkate conducts professional financial education courses, leading workshops for clients such as the Lockheed Martin Corporation, NASA, and the U.S. Department of the Navy.
Anthony Barkate maintains membership in a variety of professional organizations, including the Financial Planning Association, The Society for Financial Awareness, the National Institute of Certified College Planners, and Business Network International. More locally, he belongs to the Ridgecrest Chamber of Commerce and the Greater Bakersfield Chamber of Commerce. Contributing regularly to a variety of philanthropic groups, Mr. Bartake supports the American Cancer Society, Inc., and St. Jude Children’s Research Hospital, for which he serves as Chairman of the Bakersfield Dream Home project.
Anthony Barkate remains licensed in California. To learn more about the services offered by California Retirement Plans, visit www.calretirement.com.