Rick MacBarron


Richard K. MacBarron, JD*, CFP®, CBEC®, AEP® is a fee based Estate, Business Succession, Investment and Executive Benefits financial planner who has focused on the needs of the highly affluent for the past 34 years.

In addition to his financial planning practice, Rick has also held management positions within the financial services industry. Rick was formerly the Co Regional Chief Executive Officer of the Irvine California office of Lincoln Financial Advisors/Sagemark Consulting. As a Regional Chief Executive Officer, Rick was involved on a daily basis in the Estate, Business Succession, Investment and Executive Benefits planning areas.

Prior to joining Sagemark, Rick was a Registered Representative of, and a manager with, Aetna Life & Casualty for 11 years. During that time he held a variety of positions involving Estate and Business Succession planning.

Before his Aetna affiliation, Rick practiced law in Connecticut for three years. During his law practice, Rick was active in the fields of Estate and Business planning as well as Estate Settlement and Administration.

Rick is a on the national Board of the National Association of Estate Planners and Councils, he is a member of the Orange County Estate Planning Council, and he is an active member of the Financial Planning Association.

Phone 949.474.6847