Barbara Charal

With almost 30 years as a Financial Advisor and over 45 years as a CPA, Barbara Charal is THE HONEST EXPERT when it comes to providing comprehensive financial and tax guidance. Barb specializes in being a strategist and global thinker, developing individualized strategies for clients throughout all life stages.

A caring and service-oriented professional, Barb believes in treating each client as if they were her only client. She credits her career success to a combination of global thinking, honesty, and the willingness to have hard conversations. She says, “Sometimes, the advice is not what people want to hear, but it is the honest truth, and they trust me.” Barb has helped numerous long-term clients through the many phases of their lives, and the one resounding theme that they are emphatic about is that they TRUST her.

Early on, Barb realized she excelled at story problems and math. She loved helping her neighbors and started babysitting at 12 years old. She learned as a child, who was accustomed to getting hand-me-downs, that she needed to save her hard-earned money if she wanted to buy anything new. These skills and experiences inspired her at a young age to pursue a career in accounting.

As a CPA, Barb built a business of over 800 clients, consisting of individuals and small businesses, with a focus on tax engagements. As she listened to her tax clients’ life experiences and extended herself to review their budgets and portfolios, often times as they asked for her help to figure out ways to save money, Barb found her next calling and added Financial Advising to her list of service offerings.

While Barb loves her work and her clients, her passion is traveling with her family. She loves being a mom, going to music concerts, hiking, rafting, sight-seeing and traveling around the world.