Barry Korb, CFP®
Lighthouse Financial Planning, LLC
301-996-7044
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
Lighthouse Financial Planning, LLC
1515 Allview Drive
Potomac MD 20854
Barry Korb is a Potomac, MD Fee-Only Financial Planner located in Potomac and serving the entire area. Lighthouse Financial Planning, LLC specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography
Barry R. Korb, CFP®, President and Chief Planner and Asset Manager of Lighthouse Financial Planning, LLC (LFP) earned a BS in Mathematics from the University of Maryland, an MS in Physics from Rutgers (NASA Fellowship), and then completed additional graduate course work in Economics, Statistics and Operations Research at George Washington University.  Mr. Korb started his career as a consultant to the Navy and NASA and is the co-inventer of a "Computational Aid Device for Ekelund Ranging" (US Patent # 4327500).  Mr. Korb then worked as a full-time Senior Program Advisor at the US Environmental Protection Agency, with a strong focus on bringing the market to the environment.  He was involved in the development of the first emissions trading program, the acid rain emission credit program, managed a grant examining the relationship between companies' environmental and equity market performance, and as an IPA with the State of Maryland's Department of Business and Economic Development focused on helping Maryland's environmental industry, including consulting with selected business owners.

Picking up on a long-time interest in personal financial planning, Mr. Korb worked part time at a prestigious Bethesda, Maryland-based fee-only financial planning firm where he performed such tasks as introducing Monte Caro techniques, drafting an enhanced Investment Policy Statement template, revising investment education material for clients and exploring integrating office systems.

Mr. Korb earned a Certificate in Financial Planning from Florida Institute of Technology in March, 2000, and received his Certified Financial Planner® designation in July, 2000. He started his own financial planning business, Lighthouse Financial Planning, in 2003.  He has earned numerous continuing education credits (CEUs) in the financial planning field since that time.  Mr. Korb is a registered Investment Advisor Representative, and a licensed Life and Health Insurance Advisor in the State of Maryland.

Mr. Korb is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).  He is currently the leader of the NAPFA Metropolitan DC Study Group.  He has volunteered for Kiplinger-NAPFA financial planning call-in days and regularly participates in professional conferences sponsored by NAPFA, FPA, and other organizations.

Mr. Korb has been quoted numerous times in the popular and trade press.  He was quoted on "Changes Chalked up for 403(b)s" in Consumer Reports Money Advisor, March 2008; on Long-Term Care Insurance in the Ladies Home Journal, May 2007; on Alternative Minimum Tax Policy in Investment News, April 2, 2007; on taking full advantage of tax saving opportunities with 401(k) plans, traditional and Roth IRAs in Fidelity Investor's Weekly, Personal Finance Newsletter, July 4, 2005.

Mr. Korb is married with two married children and four young grandchildren.  He still finds time for racquetball and sailing.

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