Al Barbato, Vice President, Senior Wealth Advisor
7, 65, 63
Securities registrations through LPL Financial
Located at Trumark Credit Union
Al is a Vice President for Trumark Wealth Advisors and Senior Wealth Advisor. Al focuses on helping his clients improve their current situations and move toward addressing their financial goals.
Al uses a wide array of products and services in order to build strategies for clients. He uses a customized approach in helping clients pursue their goals as he believes that while products are similar, clients have goals that are unique to them and their families. Al provides a comprehensive view of all aspect’s financial services including retirement planning, estate preservation, educational planning, and wealth transfer strategies.
Al joined Trumark Wealth Advisors in 2022 and has over 30 years of experience in the financial services industry in both retail and wholesale parts of the business.
He earned a bachelor’s degree from the University of Louisville in Louisville, KY. He holds a Series 7 General Securities, Series 65 and 63 registrations through LPL Financial. He maintains Life, Accident, and Health Insurance Licenses in PA, NJ, DE. Al is Securities Licensed in DE, FL, MD, NY, NJ and PA
In his free time, Al enjoys spending time with his family and friends.