Harry M. Barth

Harry M. Barth


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Harry M. Barth is of counsel to Mohajerian APLC.  He counsels clients on asset protection and estate planning matters.  He has more over 40 years of experience in the financial services industry.  He represents franchise and corporate clients nationwide.   Mr. Barth is the senior and managing partner of BarthCalderon LLP in Orange County.

Educational Background:

Juris Doctor
MBA degree in Financial Planning
Master of Science in Financial Services
Accredited Estate Planner (AEP®)
Certified Estate Advisor (CEA)
Certified Financial Planner™ Practitioner (CFP®)
Certified Wealth Preservation Planner™ (CWPP)
Certified Asset Protection Planner™ (CAPP)
Chartered Advisor in Philanthropy (CAP®)
Chartered Financial Consultant (CHFC®)
Chartered Life Underwriter (CLU®)
Certified in Long Term Care (CLTC)
Graduate Estate Planning Advisor (GEPA®)

He has co-authored a book, ” Planning Today for All Your Tomorrows, a Practical Guide to Help High Income and/or High Net Worth Clients“.

Mr. Barth views his role as a trusted and long-term advocate of asset protection planning in helping his clients achieve their financial goals and protecting their assets from third party creditors and lawsuits.

He has been helping high-wealth families, business owners, franchise clients and executives create a custom “asset protection blueprint” and to implement custom solutions for their needs. The ultimate goal is to enhance his client’s wealth, reduce their taxes and help them achieve their financial goals.

Professional Association Memberships:

American Bar Association, Member
California Bar Association, Member
Asset Protection Society’s California Representative
Financial Planning Association, Member
Orange County Bar Association, Member
Orange County Estate Planning Council Member
National Association of Estate Planners & Council
Partnership for Philanthropic Planning
State Representative for the Asset Protection Society

Seminars Taught

Mr. Barth is a frequent lecturer on asset protection planning, estate planning and business succession planning.


Accountancy Firms

American Association of Senior Executives

Banfield Charter Practice, Pet Hospitals/Petsmart

BDO Alliance Conference

Beverly Hills Realtors Association

Burger King

California Restaurants Association Educational Foundation – Western Foodservice & Hospitality Expos


Cal Society of CPA

Catapult Groups

Carl’s Jr. – Star Franchisee Conferences

CEO Organizations


Citrus Valley Medical Center Foundation

College for Financial Planning, Past Adjunct Professor

Control Systems Integrators Association

Council On Aging – Orange County (Charitable Planned Giving)

Denny’s Franchisee Association Conventions

Domino’s Pizza, California

El Pollo Loco Conventions

Financial Planning Firms

Fosters Freeze Conventions

Goodyear Dealer Conference

Houlihan’s Strategic Partner Conference

IHOP Corp National Convention, Northeast and Southwest Regional Conventions

Independent Hardee’s Franchisee Association

Indian Medical Association of Southern California

Insurance Agencies

The Instrumentations, Systems, Automation Society (ISA)

Jack In The Box – National Jack In The Box Franchisee Convention, Southern California Jack In The Box Franchisee Association

KFC – Southeast KFC Convention

MCL Financial

Milestone Insurance Brokers, Inc. – Annual Leadership Conference

Masonic Lodge, Yorba Linda

National Association of Chemical Distributors National Convention

National Association of Chemical Distributors Western Regional Conventions

National Electrical Contractors Association, Orange County Chapter

National Electrical Contractors Association, Los Angeles

National Pavement Expo

National Tooling and Machining Association, Los Angeles Chapter

North American Association of Subway Franchisees

Orange County Register

Pacific Life Insurance Company

Penn Mutual


Pre and Post Retirement Planning, sponsored by La Mirada Landmark

Professionals in Human Resource, Chapter 8

Quaker Oats

San Francisco Apartment Association

South Orange County Chamber of Commerce

Southern California Filipino Veterinary Medical Association

Structural Roof Erectors Associations

Valley Radiation Therapy Medical Association

Vistage International, The World’s Leading CEO Membership Organization, formerly known as TEC International


Western Lodging Show

WTO/ Chinese Chamber of Commerce

XO Club (Exclusive Chinese Business Owners Association), California