Jeff Farrar, CFP®, CIMA®, AIF®

Jeff Farrar, CFP®, CIMA®, AIF®

Lenoir City, Tennessee, United States
5K followers 500+ connections

About

I used to literally save people’s lives on the ocean! Now i focus on their financial…

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Activity

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Experience

  • Procyon Partners Graphic

    Procyon Partners

    Shelton, CT

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    Fairfield, Connecticut, United States

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    Various

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    Stamford CT

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    Stamford CT

Education

Licenses & Certifications

Volunteer Experience

  • CFP Board Graphic

    Board Of Directors

    CFP Board

    - 4 years

    Economic Empowerment

    I'm proud to have served on the Board of the CFP® Board in Washington, DC. During my tenure the CFP® Board worked hard to help the public have access to high quality financial advice.
    The CFP® Board has :
    - Cemented the CFP® certification as the highest standard in personal financial planning.
    - Founded the nonprofit Center for Financial Planning to advance the profession
    - Continued to increase the number of CFP®S in the US to over 82,000
    - Amplified the voice of the…

    I'm proud to have served on the Board of the CFP® Board in Washington, DC. During my tenure the CFP® Board worked hard to help the public have access to high quality financial advice.
    The CFP® Board has :
    - Cemented the CFP® certification as the highest standard in personal financial planning.
    - Founded the nonprofit Center for Financial Planning to advance the profession
    - Continued to increase the number of CFP®S in the US to over 82,000
    - Amplified the voice of the financial planning profession in public policy issues
    - Adopted the new Standards of Conduct which requires CFP® professionals to act in the best interest of the client at all times when providing financial advice

  • Financial Planning Standards Board Ltd. Graphic

    Director Board Of Directors

    Financial Planning Standards Board Ltd.

    - Present 4 years 5 months

    Economic Empowerment

    Board of Directors overseeing Certified Financial Planners(CFP) globally ex- US. Continuing my service to the financial planning profession, I look forward to helping grow the profession around the world. Learning from each territory and helping the world become a better more financially literate place.

Honors & Awards

  • Barron's 2016 Top Institutional Consultant

    Barrons

  • Barron's 2015 Top Institutional Consutant

    Barrons

    http://online.barrons.com/articles/barrons-inaugural-ranking-of-institutional-advisors-1429318839?mod=articleRelStories

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