Barbara Greatwood, CFP®

Barbara has a passion for helping people make informed financial decisions that work best for each person’s financial situation.  She has over twenty years of experience in financial planning, portfolio management and helping families achieve their financial goals.  Barbara is a CFP® Professional and Certified Wealth Strategist®. She is a partner in Northwest Planning and Investments.  She holds a Series 7, 63, and 65 securities registrations and is a life and health insurance agent as well as a Registered Representative with Cetera Advisors, LLC and Investment Advisor Representative with Cetera Investment Advisors, LLC, a Registered Investment Advisor.  Barbara received her Bachelor of Arts degree from University of Washington Tacoma. She came to the Centralia office in 1997 and worked with her father before he retired. She is proud to have had such a knowledgeable mentor and shares his passion for helping others make better financial decisions.  Barbara is also a past President of the Centralia Rotary Club.  She and her husband enjoy pickleball, golf, hiking, traveling and cooking.