Mark Farrelly, CFP®, CDFA®, ChFC® :: Senior Advisor and Director of Financial Planning
San Jose, CA :: firstname.lastname@example.org :: 877.241.4901
As a nineteen year veteran of the financial services industry, Mark has spent his career focusing on advising individuals across all facets of their financial lives. His motivation is to always do what is in the client’s best interest and partner with them to develop a plan that blends together the uniqueness of each individual’s preferences and life goals.
Prior to joining Cairn Investment Group, Mark spent over 9 years at NewFocus Financial as a CFP® and CDFA® practitioner. His specialties include retirement planning, accumulation planning, stock option analysis, education/college planning, insurance analysis/planning, proactive tax planning, and asset allocation.
During his tenure at Fidelity Investments, he held several positions including; Investments Representative, Financial Planning Consultant, and Vice President/Senior Account Executive to 500 high net worth clients with total assets over $800 million. During that time, he earned several awards for excellence in achievement and customer service. He also served as a mentor to several Investment Representatives and Financial Planning Consultants as well as serving on a Pacific Northwest region leadership committee.
Certified Divorce Financial Analyst®
Chartered Financial Consultant®
Regulatory Exams Passed: