Our Team
John Baranowski MS, CSA*, Managing Partner
CA Ins. Lic # 0A17760
John Baranowski knows wealth management. With his business partner and wife of nearly 30 years, Candace Bahr, John co-founded Bahr Investment Group, a comprehensive, independent wealth management firm. As managing partner of the group, John directs the tactical portfolio management and investment oversight of client financial assets.
For a quarter century, John has successfully guided affluent clientele, providing expert investment counsel and disciplined portfolio management. His conservative, long-term investment approach produces measurable returns that engender strong client loyalty.
In his commitment to fully understand and address clients' goals, John helped develop the Life Process™. Using this unique system, he creates customized portfolios tailored to each client's strategic objectives and risk tolerance. John's skilled application of both economic and market analyses determines optimal asset allocation. He devotes meticulous attention to enhancing investment returns and cost-effectiveness while decreasing taxes and overall risk.
John's insights and accomplishments have been widely recognized. Since Bahr Investment Group affiliated with LPL Financial Services in 1998, John and Candace have been honored annually as members of the firm's prestigious Chairman's Club. The Chairman's Club is exclusively comprised of the top 3% of LPL's representatives commended for outstanding performance and service. The significance of this award is underscored by the fact that LPL is the largest independent brokerage firm in the United States, providing service and support to over 7,000 independent securities professionals.
John has distinguished himself throughout his professional career. He has completed numerous advanced financial courses, including investment selection, planning, risk management, tax-advantaged investing and optimal distribution planning. John is deeply committed to address the financial issues of pressing importance to older clients. This dedication led him to complete a rigorous course of instruction in the concerns facing seniors, earning John the designation of Certified Senior Advisor (CSA).
Formerly a first vice president of investments at Paine Webber, John secured over 18 years of NYSE firm experience prior to establishing his own business. This professional experience, coupled with a master's degree in Educational Psychology from the University of Wisconsin, has shaped the exceptional knowledge and strategic insight John Baranowski offers his investment clients.
John holds the following licenses from the National Association of Securities Dealers through LPL Financial Services: Series 7 (General Securities Exam), Series 63 (Uniform State Exam), and Series 65 (Investment Advisor Exam). He is also licensed in insurance and long term care.
Committed to his community, John volunteers extensively as a member of the Del Mar Rotary Club, including service as a past board member and past president. He and Candace reside in Carlsbad, CA with their teenage daughter, Carrie.
*Certified Senior Advisors (CSA) have supplemented their individual professional license, credentials and education with knowledge about aging and working with seniors. Know what these licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters. Details: www.csa.us.
