Mark Farrelly, CFP®, CDFA®, ChFC® :: Senior Advisor and Director of Financial Planning
San Jose, CA :: email@example.com :: 877.241.4901
Currently serving as the Director of Financial Planning and Senior Advisor, Mark has deep comprehensive financial planning and wealth management expertise. Bringing over two decades of experience, Mark partners with clients across all facets of their financial lives to develop a plan that blends together the uniqueness of each individual’s preferences and life goals.
Prior to joining Cairn Investment Group, Mark served as the Managing Director and Senior Wealth Advisor at a local investment advisory company for more than 10 years. There too, he advised clients on a myriad of financial planning and investment decisions. Earlier in his career, Mark held several advisory positions with Fidelity Investments, including Vice President and Senior Account Executive to Fidelity’s high-net-worth client division. He also served as a mentor to several Investment Representatives and Financial Planning Consultants while serving on a Pacific Northwest Regional Leadership committee.
Mark holds a Bachelor of Science in Business Administration (BSBA) from Bryant University. Additionally, he has earned the Certified Financial Planner™, Chartered Financial Consultant®, and Certified Divorce Financial Analyst® designations.
When not working, Mark enjoys running and fitness, traveling, sporting events and concerts.